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Parkside Advisors’s Heritage Global HGBL Stock Holding History

Parkside Advisors’s Portfolio HGBL Stock Details HGBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$75.8K Hold
34,139
– – 0.02% 89
2025
Q1 		$74.4K Buy
+34,139
New +$72.7K 0.02% 81

Other funds holding HGBL

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
MCP
Militia Capital Partners Las Vegas, Nevada $263M AUM 65.94% 1-Year Est. Return
WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Parkside Advisors's HGBL Position: Q2 2025 in Review

Parkside Advisors held its Heritage Global (HGBL) position steady in Q2 2025 at 34,139 shares worth $75.8K. The position accounts for 0.02% of the portfolio, ranked #89.

Parkside Advisors first reported a position in HGBL in Q1 2025 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold HGBL as of Q2 2025.

  • Parkside Advisors held 34,139 shares of Heritage Global worth $75.8K as of Q2 2025.
  • Parkside Advisors left its Heritage Global share count unchanged in Q2 2025.
  • Heritage Global made up 0.02% of Parkside Advisors's portfolio in Q2 2025, its #89 holding.
  • Parkside Advisors first reported a position in Heritage Global in Q1 2025 and has held it in 2 quarters since.
  • 38 funds tracked by Wall St. Rank held Heritage Global as of Q2 2025.

Based on Parkside Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.