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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
Q2 		– Sell
-60
Closed -$571 – 2710
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 $355M AUM 27.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return

Parkside Financial Bank & Trust's AVPT Position: Q2 2026 in Review

Parkside Financial Bank & Trust sold out of AvePoint (AVPT) in Q2 2026, closing a stake of 60 shares — an estimated $571 sold.

Parkside Financial Bank & Trust first reported a position in AVPT in Q2 2025 and held it in 3 quarters. The position peaked at $2.9K in Q2 2025. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Parkside Financial Bank & Trust reported no remaining AvePoint position as of Q2 2026 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 60 AvePoint shares in Q2 2026, an estimated $571.
  • Parkside Financial Bank & Trust first reported a position in AvePoint in Q2 2025 and held it in 3 quarters.
  • Parkside Financial Bank & Trust's AvePoint position peaked at $2.9K in Q2 2025.
  • 253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.