Parkside Financial Bank & Trust’s HCI Group HCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.02K	Buy	26 +21	+420%	+$3.44K	﹤0.01%	1890
2025 Q4	$959	Hold	5	–	–	﹤0.01%	2360
2025 Q3	$960	Hold	5	–	–	﹤0.01%	2301
2025 Q2	$761	Hold	5	–	–	﹤0.01%	2354
2025 Q1	$747	Buy	+5	New	+$634	﹤0.01%	2201
2023 Q4	–	Sell	-50	Closed	-$2.71K	–	2112
2023 Q3	$2.71K	Hold	50	–	–	﹤0.01%	1566
2023 Q2	$3.09K	Hold	50	–	–	﹤0.01%	1545
2023 Q1	$2.68K	Hold	50	–	–	﹤0.01%	1607
2022 Q4	$1.98K	Buy	50 +46	+1,150%	+$1.69K	﹤0.01%	1686
2022 Q3	$0	Sell	4 -42	-91%	-$2.41K	﹤0.01%	1851
2022 Q2	$3K	Hold	46	–	–	﹤0.01%	1436
2022 Q1	$3K	Sell	46 -1	-2%	-$68	﹤0.01%	1483
2021 Q4	$4K	Sell	47 -2	-4%	-$233	﹤0.01%	1397
2021 Q3	$5K	Sell	49 -1	-2%	-$104	﹤0.01%	1237
2021 Q2	$5K	Buy	50 +3	+6%	+$243	﹤0.01%	1230
2021 Q1	$4K	Hold	47	–	–	﹤0.01%	1270
2020 Q4	$2K	Buy	47 +38	+422%	+$1.92K	﹤0.01%	1408
2020 Q3	$0	Hold	9	–	–	﹤0.01%	1571
2020 Q2	$0	Hold	9	–	–	﹤0.01%	1562
2020 Q1	$0	Buy	+9	New	+$388	﹤0.01%	1528

Other funds holding HCI

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Freestone Grove Partners San Francisco, California $13.8B AUM 24.58% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return