Parkside Financial Bank & Trust’s Goosehead Insurance GSHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$428	Sell	10 -51	-84%	-$2.85K	﹤0.01%	2587
2025 Q4	$4.49K	Buy	61 +53	+663%	+$3.78K	﹤0.01%	1837
2025 Q3	$597	Sell	8 -5	-38%	-$441	﹤0.01%	2483
2025 Q2	$1.37K	Buy	13 +1	+8%	+$106	﹤0.01%	2133
2025 Q1	$1.42K	Buy	12 +10	+500%	+$1.12K	﹤0.01%	1984
2024 Q4	$215	Hold	2	–	–	﹤0.01%	2043
2024 Q3	$179	Hold	2	–	–	﹤0.01%	2026
2024 Q2	$115	Hold	2	–	–	﹤0.01%	2014
2024 Q1	$134	Hold	2	–	–	﹤0.01%	2000
2023 Q4	$152	Buy	+2	New	+$145	﹤0.01%	1989
2022 Q3	–	Sell	-50	Closed	-$2K	–	1848
2022 Q2	$2K	Hold	50	–	–	﹤0.01%	1567
2022 Q1	$4K	Hold	50	–	–	﹤0.01%	1378
2021 Q4	$7K	Buy	+50	New	+$7.17K	﹤0.01%	1163
2021 Q1	–	Sell	-14	Closed	-$2K	–	1689
2020 Q4	$2K	Sell	14 -3	-18%	-$343	﹤0.01%	1406
2020 Q3	$1K	Sell	17 -3	-15%	-$273	﹤0.01%	1336
2020 Q2	$2K	Hold	20	–	–	﹤0.01%	1158
2020 Q1	$1K	Buy	+20	New	+$990	﹤0.01%	1256

Other funds holding GSHD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LEP

Langdon Equity Partners Toronto $134M AUM

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

Parkside Financial Bank & Trust reduced its Goosehead Insurance (GSHD) stake by 84% in Q1 2026, selling an estimated $2.85K and leaving 10 shares worth $428. The position accounts for ﹤0.01% of the portfolio, ranked #2587.

Parkside Financial Bank & Trust first reported a position in GSHD in Q1 2020 and has held it in 17 quarters since. The position peaked at $7K in Q4 2021. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

Parkside Financial Bank & Trust held 10 shares of Goosehead Insurance worth $428 as of Q1 2026.
Parkside Financial Bank & Trust sold 51 Goosehead Insurance shares in Q1 2026, an estimated $2.85K.
Goosehead Insurance made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #2587 holding.
Parkside Financial Bank & Trust first reported a position in Goosehead Insurance in Q1 2020 and has held it in 17 quarters since.
Parkside Financial Bank & Trust's Goosehead Insurance position peaked at $7K in Q4 2021.
218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

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