PFBT
OOMA icon

Parkside Financial Bank & Trust’s Ooma OOMA Stock Holding History

Parkside Financial Bank & Trust’s Portfolio OOMA Stock Details OOMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-40
Closed -$524 – 2922
2025
Q1 		$524 Buy
+40
New +$567 ﹤0.01% 2354

Other funds holding OOMA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parkside Financial Bank & Trust's OOMA Position: Q2 2025 in Review

Parkside Financial Bank & Trust sold out of Ooma (OOMA) in Q2 2025, closing a stake of 40 shares — an estimated $524 sold.

Parkside Financial Bank & Trust first reported a position in OOMA in Q1 2025 and held it in 1 quarter. The position peaked at $524 in Q1 2025. 132 funds tracked by Wall St. Rank hold OOMA as of Q2 2025.

  • Parkside Financial Bank & Trust reported no remaining Ooma position as of Q2 2025 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 40 Ooma shares in Q2 2025, an estimated $524.
  • Parkside Financial Bank & Trust first reported a position in Ooma in Q1 2025 and held it in 1 quarter.
  • Parkside Financial Bank & Trust's Ooma position peaked at $524 in Q1 2025.
  • 132 funds tracked by Wall St. Rank held Ooma as of Q2 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2025, filed 7 Aug 2025.