Parkside Financial Bank & Trust’s Morningstar MORN Stock Holding History

Parkside Financial Bank & Trust’s Portfolio MORN Stock Details MORN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.7K	Buy	93 +58	+166%	+$10.8K	﹤0.01%	1408
2025 Q4	$7.61K	Sell	35 -22	-39%	-$4.76K	﹤0.01%	1674
2025 Q3	$13.2K	Buy	57 +53	+1,325%	+$14.1K	﹤0.01%	1412
2025 Q2	$1.26K	Buy	4 +3	+300%	+$888	﹤0.01%	2167
2025 Q1	$300	Hold	1	–	–	﹤0.01%	2628
2024 Q4	$337	Hold	1	–	–	﹤0.01%	1954
2024 Q3	$320	Hold	1	–	–	﹤0.01%	1911
2024 Q2	$296	Hold	1	–	–	﹤0.01%	1869
2024 Q1	$309	Hold	1	–	–	﹤0.01%	1844
2023 Q4	$287	Buy	+1	New	+$261	﹤0.01%	1852
2023 Q2	–	Sell	-2	Closed	-$407	–	2070
2023 Q1	$407	Buy	+2	New	+$440	﹤0.01%	1913
2022 Q3	–	Sell	-21	Closed	-$5K	–	1883
2022 Q2	$5K	Buy	21 +17	+425%	+$4.28K	﹤0.01%	1235
2022 Q1	$1K	Buy	+4	New	+$1.13K	﹤0.01%	1735

Other funds holding MORN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

Parkside Financial Bank & Trust increased its Morningstar (MORN) stake by 166% in Q1 2026, buying an estimated $10.8K and bringing the position to 93 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

Parkside Financial Bank & Trust first reported a position in MORN in Q1 2022 and has held it in 13 quarters since. 447 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

Parkside Financial Bank & Trust held 93 shares of Morningstar worth $15.7K as of Q1 2026.
Parkside Financial Bank & Trust bought 58 Morningstar shares in Q1 2026, an estimated $10.8K.
Morningstar made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #1408 holding.
Parkside Financial Bank & Trust first reported a position in Morningstar in Q1 2022 and has held it in 13 quarters since.
447 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

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