PFBT
NVEE

Parkside Financial Bank & Trust’s NV5 Global NVEE Stock Holding History

Parkside Financial Bank & Trust’s Portfolio NVEE Stock Details NVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-60
Closed -$1.39K – 2774
2025
Q2 		$1.39K Sell
60
-24
-29% -$480 ﹤0.01% 2127
2025
Q1 		$1.62K Buy
+84
New +$1.54K ﹤0.01% 1945
2024
Q4 		– Sell
-16
Closed -$374 – 2169
2024
Q3 		$374 Buy
+16
New +$380 ﹤0.01% 1885
2024
Q2 		– Sell
-24
Closed -$589 – 2083
2024
Q1 		$589 Hold
24
– – ﹤0.01% 1718
2023
Q4 		$667 Sell
24
-44
-65% -$1.12K ﹤0.01% 1697
2023
Q3 		$1.64K Buy
68
+12
+21% +$309 ﹤0.01% 1723
2023
Q2 		$1.55K Buy
56
+32
+133% +$785 ﹤0.01% 1753
2023
Q1 		$624 Sell
24
-24
-50% -$720 ﹤0.01% 1886
2022
Q4 		$1.59K Hold
48
– – ﹤0.01% 1746
2022
Q3 		$1K Buy
48
+36
+300% +$1.18K ﹤0.01% 1710
2022
Q2 		$0 Hold
12
– – ﹤0.01% 1906
2022
Q1 		$0 Sell
12
-56
-82% -$1.65K ﹤0.01% 1897
2021
Q4 		$2K Buy
+68
New +$1.96K ﹤0.01% 1634

Other funds holding NVEE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Parkside Financial Bank & Trust's NVEE Position: Q3 2025 in Review

Parkside Financial Bank & Trust sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 60 shares — an estimated $1.39K sold.

Parkside Financial Bank & Trust first reported a position in NVEE in Q4 2021 and held it in 13 quarters. The position peaked at $2K in Q4 2021. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • Parkside Financial Bank & Trust reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 60 NV5 Global shares in Q3 2025, an estimated $1.39K.
  • Parkside Financial Bank & Trust first reported a position in NV5 Global in Q4 2021 and held it in 13 quarters.
  • Parkside Financial Bank & Trust's NV5 Global position peaked at $2K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q3 2025, filed 30 Oct 2025.