PSFG
IDA icon

Park Square Financial Group’s Idacorp IDA Stock Holding History

Park Square Financial Group’s Portfolio IDA Stock Details IDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-35
Closed -$4.04K – 579
2025
Q2 		$4.04K Buy
+35
New +$4.05K ﹤0.01% 770
2025
Q1 		– Sell
-35
Closed -$3.83K – 1003
2024
Q4 		$3.83K Buy
+35
New +$3.85K ﹤0.01% 748

Other funds holding IDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Park Square Financial Group's IDA Position: Q3 2025 in Review

Park Square Financial Group sold out of Idacorp (IDA) in Q3 2025, closing a stake of 35 shares — an estimated $4.04K sold.

Park Square Financial Group first reported a position in IDA in Q4 2024 and held it in 2 quarters. The position peaked at $4.04K in Q2 2025. 488 funds tracked by Wall St. Rank hold IDA as of Q3 2025.

  • Park Square Financial Group reported no remaining Idacorp position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 35 Idacorp shares in Q3 2025, an estimated $4.04K.
  • Park Square Financial Group first reported a position in Idacorp in Q4 2024 and held it in 2 quarters.
  • Park Square Financial Group's Idacorp position peaked at $4.04K in Q2 2025.
  • 488 funds tracked by Wall St. Rank held Idacorp as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.