PFBT
CMTG icon

Parkside Financial Bank & Trust’s Claros Mortgage Trust CMTG Stock Holding History

Parkside Financial Bank & Trust’s Portfolio CMTG Stock Details CMTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-130
Closed -$485 – 2788
2025
Q1 		$485 Buy
+130
New +$446 ﹤0.01% 2418

Other funds holding CMTG

HI
Hyundai Investments Yeongdeungopo-Gu, Seoul, South Korea $88.7M AUM 25.11% 1-Year Est. Return
KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WI
Wafra Inc New York $5.95M AUM 6.19% 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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Parkside Financial Bank & Trust's CMTG Position: Q2 2025 in Review

Parkside Financial Bank & Trust sold out of Claros Mortgage Trust (CMTG) in Q2 2025, closing a stake of 130 shares — an estimated $485 sold.

Parkside Financial Bank & Trust first reported a position in CMTG in Q1 2025 and held it in 1 quarter. The position peaked at $485 in Q1 2025. 124 funds tracked by Wall St. Rank hold CMTG as of Q2 2025.

  • Parkside Financial Bank & Trust reported no remaining Claros Mortgage Trust position as of Q2 2025 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 130 Claros Mortgage Trust shares in Q2 2025, an estimated $485.
  • Parkside Financial Bank & Trust first reported a position in Claros Mortgage Trust in Q1 2025 and held it in 1 quarter.
  • Parkside Financial Bank & Trust's Claros Mortgage Trust position peaked at $485 in Q1 2025.
  • 124 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q2 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2025, filed 7 Aug 2025.