PFBT
AVDX

Parkside Financial Bank & Trust’s AvidXchange AVDX Stock Holding History

Parkside Financial Bank & Trust’s Portfolio AVDX Stock Details AVDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-173
Closed -$1.72K – 2695
2025
Q3 		$1.72K Hold
173
– – ﹤0.01% 2081
2025
Q2 		$1.69K Buy
+173
New +$1.56K ﹤0.01% 2056

Other funds holding AVDX

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Parkside Financial Bank & Trust's AVDX Position: Q4 2025 in Review

Parkside Financial Bank & Trust sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 173 shares — an estimated $1.72K sold.

Parkside Financial Bank & Trust first reported a position in AVDX in Q2 2025 and held it in 2 quarters. The position peaked at $1.72K in Q3 2025. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

  • Parkside Financial Bank & Trust reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 173 AvidXchange shares in Q4 2025, an estimated $1.72K.
  • Parkside Financial Bank & Trust first reported a position in AvidXchange in Q2 2025 and held it in 2 quarters.
  • Parkside Financial Bank & Trust's AvidXchange position peaked at $1.72K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q4 2025, filed 13 Feb 2026.