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Parkside Financial Bank & Trust’s Financial Institutions FISI Stock Holding History

Parkside Financial Bank & Trust’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.27K Hold
40
– – ﹤0.01% 2270
2025
Q4 		$1.25K Hold
40
– – ﹤0.01% 2259
2025
Q3 		$1.09K Hold
40
– – ﹤0.01% 2252
2025
Q2 		$1.03K Buy
+40
New +$998 ﹤0.01% 2256
2023
Q1 		– Sell
-24
Closed -$585 – 2048
2022
Q4 		$585 Buy
+24
New +$590 ﹤0.01% 1897

Other funds holding FISI

PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $222M AUM 31.41% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Parkside Financial Bank & Trust held its Financial Institutions (FISI) position steady in Q1 2026 at 40 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #2270.

Parkside Financial Bank & Trust first reported a position in FISI in Q4 2022 and has held it in 5 quarters since. 151 funds tracked by Wall St. Rank hold FISI as of Q1 2026.

  • Parkside Financial Bank & Trust held 40 shares of Financial Institutions worth $1.27K as of Q1 2026.
  • Parkside Financial Bank & Trust left its Financial Institutions share count unchanged in Q1 2026.
  • Financial Institutions made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #2270 holding.
  • Parkside Financial Bank & Trust first reported a position in Financial Institutions in Q4 2022 and has held it in 5 quarters since.
  • 151 funds tracked by Wall St. Rank held Financial Institutions as of Q1 2026.

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