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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
2025
Q2 		– Sell
-10
Closed -$321 – 2855
2025
Q1 		$321 Buy
+10
New +$403 ﹤0.01% 2614

Other funds holding HLIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Parkside Financial Bank & Trust's HLIO Position: Q2 2025 in Review

Parkside Financial Bank & Trust sold out of Helios Technologies (HLIO) in Q2 2025, closing a stake of 10 shares — an estimated $321 sold.

Parkside Financial Bank & Trust first reported a position in HLIO in Q1 2025 and held it in 1 quarter. The position peaked at $321 in Q1 2025. 186 funds tracked by Wall St. Rank hold HLIO as of Q2 2025.

  • Parkside Financial Bank & Trust reported no remaining Helios Technologies position as of Q2 2025 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 10 Helios Technologies shares in Q2 2025, an estimated $321.
  • Parkside Financial Bank & Trust first reported a position in Helios Technologies in Q1 2025 and held it in 1 quarter.
  • Parkside Financial Bank & Trust's Helios Technologies position peaked at $321 in Q1 2025.
  • 186 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2025, filed 7 Aug 2025.