Parkside Financial Bank & Trust’s Helen of Troy HELE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.02K	Hold	35	–	–	﹤0.01%	2404
2026 Q1	$506	Sell	35 -15	-30%	-$262	﹤0.01%	2565
2025 Q4	$1.06K	Buy	50 +25	+100%	+$510	﹤0.01%	2328
2025 Q3	$630	Sell	25 -15	-38%	-$363	﹤0.01%	2454
2025 Q2	$1.14K	Sell	40 -7	-15%	-$215	﹤0.01%	2221
2025 Q1	$2.52K	Hold	47	–	–	﹤0.01%	1817
2024 Q4	$2.81K	Buy	47 +2	+4%	+$133	﹤0.01%	1566
2024 Q3	$2.78K	Buy	45 +20	+80%	+$1.18K	﹤0.01%	1541
2024 Q2	$2.32K	Hold	25	–	–	﹤0.01%	1530
2024 Q1	$2.88K	Hold	25	–	–	﹤0.01%	1452
2023 Q4	$3.02K	Hold	25	–	–	﹤0.01%	1422
2023 Q3	$2.91K	Buy	25 +6	+32%	+$747	﹤0.01%	1542
2023 Q2	$2.05K	Buy	19 +15	+375%	+$1.44K	﹤0.01%	1682
2023 Q1	$381	Sell	4 -8	-67%	-$856	﹤0.01%	1919
2022 Q4	$1.33K	Buy	+12	New	+$1.17K	﹤0.01%	1787

Other funds holding HELE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Parkside Financial Bank & Trust's HELE Position: Q2 2026 in Review

Parkside Financial Bank & Trust held its Helen of Troy (HELE) position steady in Q2 2026 at 35 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #2404.

Parkside Financial Bank & Trust first reported a position in HELE in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.02K in Q4 2023. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

Parkside Financial Bank & Trust held 35 shares of Helen of Troy worth $1.02K as of Q2 2026.
Parkside Financial Bank & Trust left its Helen of Troy share count unchanged in Q2 2026.
Helen of Troy made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #2404 holding.
Parkside Financial Bank & Trust first reported a position in Helen of Troy in Q4 2022 and has held it in 15 quarters since.
Parkside Financial Bank & Trust's Helen of Troy position peaked at $3.02K in Q4 2023.
200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.