PFBT
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Parkside Financial Bank & Trust’s UiPath PATH Stock Holding History

Parkside Financial Bank & Trust’s Portfolio PATH Stock Details PATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.25K Sell
383
-61
-14% -$777 ﹤0.01% 1878
2025
Q4 		$7.28K Sell
444
-25
-5% -$389 ﹤0.01% 1688
2025
Q3 		$6.28K Buy
469
+20
+4% +$236 ﹤0.01% 1675
2025
Q2 		$5.75K Sell
449
-307
-41% -$3.68K ﹤0.01% 1660
2025
Q1 		$7.79K Buy
756
+63
+9% +$811 ﹤0.01% 1497
2024
Q4 		$8.81K Buy
693
+148
+27% +$1.96K ﹤0.01% 1313
2024
Q3 		$6.98K Buy
545
+66
+14% +$808 ﹤0.01% 1355
2024
Q2 		$6.08K Sell
479
-72
-13% -$1.25K ﹤0.01% 1319
2024
Q1 		$12.5K Hold
551
– – ﹤0.01% 1119
2023
Q4 		$13.7K Buy
551
+253
+85% +$4.94K ﹤0.01% 1078
2023
Q3 		$5.1K Hold
298
– – ﹤0.01% 1360
2023
Q2 		$4.94K Buy
298
+16
+6% +$257 ﹤0.01% 1378
2023
Q1 		$4.95K Buy
282
+77
+38% +$1.16K ﹤0.01% 1371
2022
Q4 		$2.6K Sell
205
-212
-51% -$2.62K ﹤0.01% 1592
2022
Q3 		$5K Buy
417
+244
+141% +$4.28K ﹤0.01% 1231
2022
Q2 		$3K Buy
+173
New +$3.23K ﹤0.01% 1468

Other funds holding PATH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
TAM
TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

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

Parkside Financial Bank & Trust reduced its UiPath (PATH) stake by 14% in Q1 2026, selling an estimated $777 and leaving 383 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1878.

Parkside Financial Bank & Trust first reported a position in PATH in Q2 2022 and has held it in 16 quarters since. The position peaked at $13.7K in Q4 2023. 534 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • Parkside Financial Bank & Trust held 383 shares of UiPath worth $4.25K as of Q1 2026.
  • Parkside Financial Bank & Trust sold 61 UiPath shares in Q1 2026, an estimated $777.
  • UiPath made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #1878 holding.
  • Parkside Financial Bank & Trust first reported a position in UiPath in Q2 2022 and has held it in 16 quarters since.
  • Parkside Financial Bank & Trust's UiPath position peaked at $13.7K in Q4 2023.
  • 534 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

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