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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Parkside Financial Bank & Trust opened a new position in Baldwin Insurance Group (BWIN) in Q1 2026: 2,138 shares worth $46.9K. The stake represents ﹤0.01% of the portfolio and ranks #980 among its holdings. This is a return to the name: Parkside Financial Bank & Trust previously reported a position in BWIN as recently as Q2 2025.

Parkside Financial Bank & Trust first reported a position in BWIN in Q4 2023 and has held it in 8 quarters since. The position peaked at $79.5K in Q1 2025. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

Parkside Financial Bank & Trust held 2,138 shares of Baldwin Insurance Group worth $46.9K as of Q1 2026.
Baldwin Insurance Group was a new Parkside Financial Bank & Trust position in Q1 2026.
Baldwin Insurance Group made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #980 holding.
Parkside Financial Bank & Trust first reported a position in Baldwin Insurance Group in Q4 2023 and has held it in 8 quarters since.
Parkside Financial Bank & Trust's Baldwin Insurance Group position peaked at $79.5K in Q1 2025.
218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

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