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Parkside Financial Bank & Trust’s Intapp INTA Stock Holding History

Parkside Financial Bank & Trust’s Portfolio INTA Stock Details INTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-87
Closed -$2.24K – 2753
2026
Q1 		$2.24K Buy
87
+43
+98% +$1.28K ﹤0.01% 2076
2025
Q4 		$2.02K Buy
44
+15
+52% +$622 ﹤0.01% 2091
2025
Q3 		$1.19K Buy
29
+19
+190% +$821 ﹤0.01% 2214
2025
Q2 		$517 Sell
10
-10
-50% -$546 ﹤0.01% 2532
2025
Q1 		$1.17K Buy
+20
New +$1.32K ﹤0.01% 2056

Other funds holding INTA

Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Parkside Financial Bank & Trust sold out of Intapp (INTA) in Q2 2026, closing a stake of 87 shares — an estimated $2.24K sold.

Parkside Financial Bank & Trust first reported a position in INTA in Q1 2025 and held it in 5 quarters. The position peaked at $2.24K in Q1 2026. 248 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Parkside Financial Bank & Trust reported no remaining Intapp position as of Q2 2026 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 87 Intapp shares in Q2 2026, an estimated $2.24K.
  • Parkside Financial Bank & Trust first reported a position in Intapp in Q1 2025 and held it in 5 quarters.
  • Parkside Financial Bank & Trust's Intapp position peaked at $2.24K in Q1 2026.
  • 248 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

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