Parkside Financial Bank & Trust’s Clearwater Analytics CWAN Stock Holding History

Parkside Financial Bank & Trust’s Portfolio CWAN Stock Details CWAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.31K	Sell	140 -4,408	-97%	-$104K	﹤0.01%	1954
2025 Q4	$110K	Sell	4,548 -24	-0.5%	-$481	0.01%	665
2025 Q3	$82.4K	Sell	4,572 -4,383	-49%	-$88.9K	0.01%	738
2025 Q2	$196K	Buy	8,955 +8,187	+1,066%	+$188K	0.02%	431
2025 Q1	$20.6K	Sell	768 -182	-19%	-$5.11K	﹤0.01%	1138
2024 Q4	$26.1K	Buy	950 +270	+40%	+$7.66K	﹤0.01%	1003
2024 Q3	$17.2K	Buy	680 +308	+83%	+$6.93K	﹤0.01%	1095
2024 Q2	$6.89K	Buy	+372	New	+$6.71K	﹤0.01%	1284

Other funds holding CWAN

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

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

Parkside Financial Bank & Trust reduced its Clearwater Analytics (CWAN) stake by 97% in Q1 2026, selling an estimated $104K and leaving 140 shares worth $3.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1954.

Parkside Financial Bank & Trust first reported a position in CWAN in Q2 2024 and has held it in 8 quarters since. The position peaked at $196K in Q2 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

Parkside Financial Bank & Trust held 140 shares of Clearwater Analytics worth $3.31K as of Q1 2026.
Parkside Financial Bank & Trust sold 4,408 Clearwater Analytics shares in Q1 2026, an estimated $104K.
Clearwater Analytics made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #1954 holding.
Parkside Financial Bank & Trust first reported a position in Clearwater Analytics in Q2 2024 and has held it in 8 quarters since.
Parkside Financial Bank & Trust's Clearwater Analytics position peaked at $196K in Q2 2025.
329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

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