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Parkside Financial Bank & Trust’s HealthEquity HQY Stock Holding History

Parkside Financial Bank & Trust’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.5K Buy
327
+68
+26% +$5.76K ﹤0.01% 1236
2026
Q1 		$21.6K Sell
259
-71
-22% -$5.83K ﹤0.01% 1275
2025
Q4 		$30.2K Buy
330
+77
+30% +$7.37K ﹤0.01% 1159
2025
Q3 		$24K Buy
253
+77
+44% +$7.25K ﹤0.01% 1183
2025
Q2 		$18.4K Buy
176
+53
+43% +$5.02K ﹤0.01% 1268
2025
Q1 		$10.9K Buy
123
+112
+1,018% +$11.5K ﹤0.01% 1374
2024
Q4 		$1.06K Buy
+11
New +$1.02K ﹤0.01% 1728
2018
Q4 		– Sell
-40
Closed -$4K – 1496
2018
Q3 		$4K Hold
40
– – ﹤0.01% 947
2018
Q2 		$3K Hold
40
– – ﹤0.01% 972
2018
Q1 		$2K Buy
40
+15
+60% +$812 ﹤0.01% 1013
2017
Q4 		$1K Hold
25
– – ﹤0.01% 1135
2017
Q3 		$1K Hold
25
– – ﹤0.01% 1135
2017
Q2 		$1K Sell
25
-345
-93% -$16.1K ﹤0.01% 1148
2017
Q1 		$16K Buy
370
+4
+1% +$177 0.01% 589
2016
Q4 		$15K Buy
366
+21
+6% +$812 0.01% 596
2016
Q3 		$13K Sell
345
-445
-56% -$14.1K 0.01% 657
2016
Q2 		$24K Buy
+790
New +$20.7K 0.01% 505

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

Parkside Financial Bank & Trust increased its HealthEquity (HQY) stake by 26% in Q2 2026, buying an estimated $5.76K and bringing the position to 327 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

Parkside Financial Bank & Trust first reported a position in HQY in Q2 2016 and has held it in 17 quarters since. The position peaked at $30.2K in Q4 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Parkside Financial Bank & Trust held 327 shares of HealthEquity worth $29.5K as of Q2 2026.
  • Parkside Financial Bank & Trust bought 68 HealthEquity shares in Q2 2026, an estimated $5.76K.
  • HealthEquity made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #1236 holding.
  • Parkside Financial Bank & Trust first reported a position in HealthEquity in Q2 2016 and has held it in 17 quarters since.
  • Parkside Financial Bank & Trust's HealthEquity position peaked at $30.2K in Q4 2025.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

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