Parkside Financial Bank & Trust’s DoubleVerify DV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$66.1K	Sell	6,959 -3,511	-34%	-$35.9K	0.01%	853
2025 Q4	$120K	Buy	10,470 +2,744	+36%	+$30.3K	0.01%	628
2025 Q3	$92.6K	Buy	7,726 +98	+1%	+$1.45K	0.01%	697
2025 Q2	$114K	Buy	7,628 +9	+0.1%	+$123	0.01%	604
2025 Q1	$102K	Buy	7,619 +457	+6%	+$8.46K	0.01%	578
2024 Q4	$138K	Sell	7,162 -826	-10%	-$15.6K	0.02%	475
2024 Q3	$135K	Buy	7,988 +1,384	+21%	+$26.4K	0.02%	467
2024 Q2	$129K	Buy	6,604 +1,806	+38%	+$43.6K	0.02%	451
2024 Q1	$169K	Buy	4,798 +229	+5%	+$8.52K	0.03%	387
2023 Q4	$168K	Buy	4,569 +4,451	+3,772%	+$139K	0.03%	350
2023 Q3	$3.3K	Sell	118 -279	-70%	-$9.54K	﹤0.01%	1514
2023 Q2	$15.5K	Buy	397 +354	+823%	+$11.4K	﹤0.01%	981
2023 Q1	$1.3K	Buy	+43	New	+$1.13K	﹤0.01%	1804

Other funds holding DV

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return