PFBT
BWIN

Parkside Financial Bank & Trust’s Baldwin Insurance Group BWIN Stock Holding History

Parkside Financial Bank & Trust’s Portfolio BWIN Stock Details BWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$55.3K Sell
2,080
-58
-3% -$1.25K ﹤0.01% 1007
2026
Q1 		$46.9K Buy
+2,138
New +$46.2K ﹤0.01% 980
2025
Q3 		– Sell
-105
Closed -$4.5K – 2829
2025
Q2 		$4.5K Sell
105
-1,673
-94% -$67.9K ﹤0.01% 1735
2025
Q1 		$79.5K Buy
1,778
+258
+17% +$10.5K 0.01% 669
2024
Q4 		$58.9K Buy
1,520
+195
+15% +$9.1K 0.01% 748
2024
Q3 		$66K Buy
1,325
+51
+4% +$2.22K 0.01% 676
2024
Q2 		$45.2K Buy
1,274
+46
+4% +$1.42K 0.01% 784
2024
Q1 		$35.5K Buy
1,228
+206
+20% +$5.41K 0.01% 864
2023
Q4 		$24.6K Buy
+1,022
New +$21.7K ﹤0.01% 921

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Parkside Financial Bank & Trust reduced its Baldwin Insurance Group (BWIN) stake by 2.7% in Q2 2026, selling an estimated $1.25K and leaving 2,080 shares worth $55.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

Parkside Financial Bank & Trust first reported a position in BWIN in Q4 2023 and has held it in 9 quarters since. The position peaked at $79.5K in Q1 2025. 228 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Parkside Financial Bank & Trust held 2,080 shares of Baldwin Insurance Group worth $55.3K as of Q2 2026.
  • Parkside Financial Bank & Trust sold 58 Baldwin Insurance Group shares in Q2 2026, an estimated $1.25K.
  • Baldwin Insurance Group made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #1007 holding.
  • Parkside Financial Bank & Trust first reported a position in Baldwin Insurance Group in Q4 2023 and has held it in 9 quarters since.
  • Parkside Financial Bank & Trust's Baldwin Insurance Group position peaked at $79.5K in Q1 2025.
  • 228 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

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