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Parkside Financial Bank & Trust’s Malibu Boats MBUU Stock Holding History

Parkside Financial Bank & Trust’s Portfolio MBUU Stock Details MBUU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-15
Closed -$487 – 2757
2025
Q3 		$487 Hold
15
– – ﹤0.01% 2579
2025
Q2 		$471 Hold
15
– – ﹤0.01% 2585
2025
Q1 		$461 Buy
+15
New +$517 ﹤0.01% 2451

Other funds holding MBUU

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TLM
Twin Lions Management Stamford, Connecticut $128M AUM 14.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LHC
Lodge Hill Capital New York $596M AUM 24.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Parkside Financial Bank & Trust's MBUU Position: Q4 2025 in Review

Parkside Financial Bank & Trust sold out of Malibu Boats (MBUU) in Q4 2025, closing a stake of 15 shares — an estimated $487 sold.

Parkside Financial Bank & Trust first reported a position in MBUU in Q1 2025 and held it in 3 quarters. The position peaked at $487 in Q3 2025. 143 funds tracked by Wall St. Rank hold MBUU as of Q4 2025.

  • Parkside Financial Bank & Trust reported no remaining Malibu Boats position as of Q4 2025 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 15 Malibu Boats shares in Q4 2025, an estimated $487.
  • Parkside Financial Bank & Trust first reported a position in Malibu Boats in Q1 2025 and held it in 3 quarters.
  • Parkside Financial Bank & Trust's Malibu Boats position peaked at $487 in Q3 2025.
  • 143 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q4 2025, filed 13 Feb 2026.