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Parkside Financial Bank & Trust’s Haleon HLN Stock Holding History

Parkside Financial Bank & Trust’s Portfolio HLN Stock Details HLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$51.8K Buy
5,178
+2,331
+82% +$24.3K ﹤0.01% 939
2025
Q4 		$28.8K Buy
2,847
+1,433
+101% +$13.6K ﹤0.01% 1175
2025
Q3 		$12.7K Sell
1,414
-810
-36% -$7.8K ﹤0.01% 1427
2025
Q2 		$23.1K Buy
2,224
+767
+53% +$8.09K ﹤0.01% 1181
2025
Q1 		$15K Buy
1,457
+624
+75% +$6.14K ﹤0.01% 1260
2024
Q4 		$7.95K Buy
833
+600
+258% +$5.87K ﹤0.01% 1344
2024
Q3 		$2.47K Buy
233
+83
+55% +$803 ﹤0.01% 1567
2024
Q2 		$1.24K Hold
150
– – ﹤0.01% 1624
2024
Q1 		$1.27K Sell
150
-300
-67% -$2.51K ﹤0.01% 1576
2023
Q4 		$3.7K Buy
450
+150
+50% +$1.24K ﹤0.01% 1383
2023
Q3 		$2.5K Hold
300
– – ﹤0.01% 1595
2023
Q2 		$2.51K Sell
300
-200
-40% -$1.71K ﹤0.01% 1615
2023
Q1 		$4.07K Buy
500
+200
+67% +$1.59K ﹤0.01% 1439
2022
Q4 		$2.4K Buy
+300
New +$2.04K ﹤0.01% 1619

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Parkside Financial Bank & Trust increased its Haleon (HLN) stake by 82% in Q1 2026, buying an estimated $24.3K and bringing the position to 5,178 shares worth $51.8K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

Parkside Financial Bank & Trust first reported a position in HLN in Q4 2022 and has held it in 14 quarters since. 620 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Parkside Financial Bank & Trust held 5,178 shares of Haleon worth $51.8K as of Q1 2026.
  • Parkside Financial Bank & Trust bought 2,331 Haleon shares in Q1 2026, an estimated $24.3K.
  • Haleon made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #939 holding.
  • Parkside Financial Bank & Trust first reported a position in Haleon in Q4 2022 and has held it in 14 quarters since.
  • 620 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

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