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Parkside Financial Bank & Trust’s AvePoint AVPT Stock Holding History

Parkside Financial Bank & Trust’s Portfolio AVPT Stock Details AVPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$571 Buy
+60
New +$676 ﹤0.01% 2542
2025
Q4 		– Sell
-150
Closed -$2.25K – 2696
2025
Q3 		$2.25K Hold
150
– – ﹤0.01% 1980
2025
Q2 		$2.9K Buy
+150
New +$2.6K ﹤0.01% 1876

Other funds holding AVPT

A6
Anchor @ 65 Singapore $362M AUM 20.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $849M AUM 28.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Parkside Financial Bank & Trust's AVPT Position: Q1 2026 in Review

Parkside Financial Bank & Trust opened a new position in AvePoint (AVPT) in Q1 2026: 60 shares worth $571. The stake represents ﹤0.01% of the portfolio and ranks #2542 among its holdings. This is a return to the name: Parkside Financial Bank & Trust previously reported a position in AVPT as recently as Q3 2025.

Parkside Financial Bank & Trust first reported a position in AVPT in Q2 2025 and has held it in 3 quarters since. The position peaked at $2.9K in Q2 2025. 255 funds tracked by Wall St. Rank hold AVPT as of Q1 2026.

  • Parkside Financial Bank & Trust held 60 shares of AvePoint worth $571 as of Q1 2026.
  • AvePoint was a new Parkside Financial Bank & Trust position in Q1 2026.
  • AvePoint made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #2542 holding.
  • Parkside Financial Bank & Trust first reported a position in AvePoint in Q2 2025 and has held it in 3 quarters since.
  • Parkside Financial Bank & Trust's AvePoint position peaked at $2.9K in Q2 2025.
  • 255 funds tracked by Wall St. Rank held AvePoint as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.