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Parkside Financial Bank & Trust’s Boston Beer SAM Stock Holding History

Parkside Financial Bank & Trust’s Portfolio SAM Stock Details SAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-8
Closed -$1.84K – 2779
2026
Q1 		$1.84K Buy
+8
New +$1.8K ﹤0.01% 2146
2025
Q4 		– Sell
-1
Closed -$212 – 2783
2025
Q3 		$212 Sell
1
-14
-93% -$2.98K ﹤0.01% 2654
2025
Q2 		$2.86K Buy
15
+2
+15% +$460 ﹤0.01% 1878
2025
Q1 		$3.1K Buy
13
+12
+1,200% +$2.92K ﹤0.01% 1771
2024
Q4 		$300 Buy
+1
New +$302 ﹤0.01% 1977
2024
Q2 		– Sell
-6
Closed -$1.83K – 2095
2024
Q1 		$1.83K Hold
6
– – ﹤0.01% 1526
2023
Q4 		$2.07K Hold
6
– – ﹤0.01% 1496
2023
Q3 		$2.34K Hold
6
– – ﹤0.01% 1621
2023
Q2 		$1.85K Hold
6
– – ﹤0.01% 1709
2023
Q1 		$1.97K Sell
6
-1
-14% -$344 ﹤0.01% 1702
2022
Q4 		$2.31K Hold
7
– – ﹤0.01% 1630
2022
Q3 		$2K Buy
7
+6
+600% +$2.08K ﹤0.01% 1584
2022
Q2 		$0 Sell
1
-12
-92% -$4.17K ﹤0.01% 1931
2022
Q1 		$5K Buy
13
+1
+8% +$417 ﹤0.01% 1314
2021
Q4 		$7K Buy
12
+10
+500% +$4.99K ﹤0.01% 1178
2021
Q3 		$1K Hold
2
– – ﹤0.01% 1698
2021
Q2 		$2K Sell
2
-1
-33% -$1.12K ﹤0.01% 1570
2021
Q1 		$4K Buy
3
+2
+200% +$2.1K ﹤0.01% 1302
2020
Q4 		$1K Buy
+1
New +$960 ﹤0.01% 1552

Other funds holding SAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Parkside Financial Bank & Trust sold out of Boston Beer (SAM) in Q2 2026, closing a stake of 8 shares — an estimated $1.84K sold.

Parkside Financial Bank & Trust first reported a position in SAM in Q4 2020 and held it in 19 quarters. The position peaked at $7K in Q4 2021. 330 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Parkside Financial Bank & Trust reported no remaining Boston Beer position as of Q2 2026 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 8 Boston Beer shares in Q2 2026, an estimated $1.84K.
  • Parkside Financial Bank & Trust first reported a position in Boston Beer in Q4 2020 and held it in 19 quarters.
  • Parkside Financial Bank & Trust's Boston Beer position peaked at $7K in Q4 2021.
  • 330 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

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