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Parkside Financial Bank & Trust’s Exelon EXC Stock Holding History

Parkside Financial Bank & Trust’s Portfolio EXC Stock Details EXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$188K Sell
3,844
-1,378
-26% -$64.1K 0.01% 471
2025
Q4 		$228K Buy
5,222
+667
+15% +$30.4K 0.02% 426
2025
Q3 		$205K Buy
4,555
+97
+2% +$4.26K 0.02% 437
2025
Q2 		$194K Buy
4,458
+43
+1% +$1.92K 0.02% 434
2025
Q1 		$203K Buy
4,415
+48
+1% +$2.01K 0.03% 380
2024
Q4 		$164K Buy
4,367
+181
+4% +$7.02K 0.02% 429
2024
Q3 		$170K Sell
4,186
-263
-6% -$9.89K 0.02% 403
2024
Q2 		$154K Sell
4,449
-64
-1% -$2.36K 0.02% 408
2024
Q1 		$170K Sell
4,513
-184
-4% -$6.58K 0.03% 384
2023
Q4 		$169K Buy
4,697
+21
+0.4% +$809 0.03% 348
2023
Q3 		$177K Buy
4,676
+214
+5% +$8.72K 0.04% 283
2023
Q2 		$182K Sell
4,462
-26
-0.6% -$1.07K 0.04% 280
2023
Q1 		$188K Sell
4,488
-111
-2% -$4.63K 0.05% 247
2022
Q4 		$199K Sell
4,599
-425
-8% -$16.8K 0.06% 228
2022
Q3 		$189K Sell
5,024
-363
-7% -$16.1K 0.06% 222
2022
Q2 		$244K Sell
5,387
-192
-3% -$9.03K 0.07% 190
2022
Q1 		$267K Sell
5,579
-3,026
-35% -$128K 0.07% 194
2021
Q4 		$355K Buy
8,605
+7,354
+588% +$277K 0.09% 167
2021
Q3 		$43K Sell
1,251
-57
-4% -$1.95K 0.01% 537
2021
Q2 		$41K Buy
1,308
+106
+9% +$3.41K 0.01% 555
2021
Q1 		$37K Sell
1,202
-217
-15% -$6.52K 0.01% 567
2020
Q4 		$43K Buy
1,419
+264
+23% +$7.79K 0.01% 499
2020
Q3 		$29K Sell
1,155
-11
-0.9% -$292 0.01% 543
2020
Q2 		$30K Buy
1,166
+117
+11% +$3.11K 0.01% 535
2020
Q1 		$28K Sell
1,049
-446
-30% -$14K 0.01% 482
2019
Q4 		$49K Buy
1,495
+142
+10% +$4.6K 0.01% 433
2019
Q3 		$47K Buy
1,353
+88
+7% +$2.96K 0.02% 421
2019
Q2 		$43K Buy
1,265
+113
+10% +$3.99K 0.01% 429
2019
Q1 		$41K Buy
1,152
+180
+19% +$6.13K 0.01% 416
2018
Q4 		$31K Buy
972
+163
+20% +$5.21K 0.01% 460
2018
Q3 		$25K Sell
809
-14
-2% -$431 0.01% 535
2018
Q2 		$25K Buy
823
+58
+8% +$1.66K 0.01% 526
2018
Q1 		$21K Sell
765
-36
-4% -$972 0.01% 557
2017
Q4 		$23K Buy
801
+62
+8% +$1.78K 0.01% 538
2017
Q3 		$20K Hold
739
– – 0.01% 550
2017
Q2 		$19K Sell
739
-684
-48% -$17.4K 0.01% 563
2017
Q1 		$37K Hold
1,423
– – 0.02% 381
2016
Q4 		$36K Buy
1,423
+77
+6% +$1.83K 0.02% 393
2016
Q3 		$32K Buy
1,346
+65
+5% +$1.63K 0.01% 464
2016
Q2 		$33K Buy
1,281
+883
+222% +$21.8K 0.02% 430
2016
Q1 		$10K Sell
398
-339
-46% -$7.59K 0.01% 660
2015
Q4 		$15K Buy
737
+77
+12% +$1.56K 0.01% 575
2015
Q3 		$14K Buy
+660
New +$14.8K 0.01% 561

Other funds holding EXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Parkside Financial Bank & Trust reduced its Exelon (EXC) stake by 26% in Q1 2026, selling an estimated $64.1K and leaving 3,844 shares worth $188K. The position accounts for 0.01% of the portfolio, ranked #471.

Parkside Financial Bank & Trust first reported a position in EXC in Q3 2015 and has held it in 43 quarters since. The position peaked at $355K in Q4 2021. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Parkside Financial Bank & Trust held 3,844 shares of Exelon worth $188K as of Q1 2026.
  • Parkside Financial Bank & Trust sold 1,378 Exelon shares in Q1 2026, an estimated $64.1K.
  • Exelon made up 0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #471 holding.
  • Parkside Financial Bank & Trust first reported a position in Exelon in Q3 2015 and has held it in 43 quarters since.
  • Parkside Financial Bank & Trust's Exelon position peaked at $355K in Q4 2021.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

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