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Parkside Financial Bank & Trust’s Helios Technologies HLIO Stock Holding History

Parkside Financial Bank & Trust’s Portfolio HLIO Stock Details HLIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.18K Buy
+58
New +$4.45K ﹤0.01% 1885
2025
Q2 		– Sell
-10
Closed -$321 – 2855
2025
Q1 		$321 Buy
+10
New +$403 ﹤0.01% 2614

Other funds holding HLIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

Parkside Financial Bank & Trust opened a new position in Helios Technologies (HLIO) in Q2 2026: 58 shares worth $5.18K. The stake represents ﹤0.01% of the portfolio and ranks #1885 among its holdings. This is a return to the name: Parkside Financial Bank & Trust previously reported a position in HLIO as recently as Q1 2025.

Parkside Financial Bank & Trust first reported a position in HLIO in Q1 2025 and has held it in 2 quarters since. 285 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Parkside Financial Bank & Trust held 58 shares of Helios Technologies worth $5.18K as of Q2 2026.
  • Helios Technologies was a new Parkside Financial Bank & Trust position in Q2 2026.
  • Helios Technologies made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #1885 holding.
  • Parkside Financial Bank & Trust first reported a position in Helios Technologies in Q1 2025 and has held it in 2 quarters since.
  • 285 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

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