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
2026 Q2	$721	Buy	+70	New	+$650	﹤0.01%	2521
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

PFCS

Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Parkside Financial Bank & Trust's PHR Position: Q2 2026 in Review

Parkside Financial Bank & Trust opened a new position in Phreesia (PHR) in Q2 2026: 70 shares worth $721. The stake represents ﹤0.01% of the portfolio and ranks #2521 among its holdings. This is a return to the name: Parkside Financial Bank & Trust previously reported a position in PHR as recently as Q3 2025.

Parkside Financial Bank & Trust first reported a position in PHR in Q4 2020 and has held it in 6 quarters since. The position peaked at $5K in Q4 2021. 227 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

Parkside Financial Bank & Trust held 70 shares of Phreesia worth $721 as of Q2 2026.
Phreesia was a new Parkside Financial Bank & Trust position in Q2 2026.
Phreesia made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #2521 holding.
Parkside Financial Bank & Trust first reported a position in Phreesia in Q4 2020 and has held it in 6 quarters since.
Parkside Financial Bank & Trust's Phreesia position peaked at $5K in Q4 2021.
227 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.