PFBT
PHR icon

Parkside Financial Bank & Trust’s Phreesia PHR Stock Holding History

Parkside Financial Bank & Trust’s Portfolio PHR Stock Details PHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-85
Closed -$2.06K – 2774
2025
Q3 		$2.06K Buy
85
+21
+33% +$571 ﹤0.01% 2013
2025
Q2 		$1.82K Buy
64
+44
+220% +$1.12K ﹤0.01% 2038
2025
Q1 		$512 Buy
+20
New +$544 ﹤0.01% 2370
2022
Q1 		– Sell
-115
Closed -$5K – 1906
2021
Q4 		$5K Buy
+115
New +$6.83K ﹤0.01% 1333
2021
Q1 		– Sell
-32
Closed -$2K – 1705
2020
Q4 		$2K Buy
+32
New +$1.37K ﹤0.01% 1438

Other funds holding PHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Parkside Financial Bank & Trust sold out of Phreesia (PHR) in Q4 2025, closing a stake of 85 shares — an estimated $2.06K sold.

Parkside Financial Bank & Trust first reported a position in PHR in Q4 2020 and held it in 5 quarters. The position peaked at $5K in Q4 2021. 230 funds tracked by Wall St. Rank hold PHR as of Q4 2025.

  • Parkside Financial Bank & Trust reported no remaining Phreesia position as of Q4 2025 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 85 Phreesia shares in Q4 2025, an estimated $2.06K.
  • Parkside Financial Bank & Trust first reported a position in Phreesia in Q4 2020 and held it in 5 quarters.
  • Parkside Financial Bank & Trust's Phreesia position peaked at $5K in Q4 2021.
  • 230 funds tracked by Wall St. Rank held Phreesia as of Q4 2025.

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