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Parkside Financial Bank & Trust’s Tidewater TDW Stock Holding History

Parkside Financial Bank & Trust’s Portfolio TDW Stock Details TDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$117K Buy
1,400
+161
+13% +$11.2K 0.01% 632
2025
Q4 		$62.6K Buy
1,239
+166
+15% +$8.77K ﹤0.01% 875
2025
Q3 		$57.2K Buy
1,073
+204
+23% +$11.2K ﹤0.01% 884
2025
Q2 		$40.1K Buy
869
+849
+4,245% +$34.4K ﹤0.01% 975
2025
Q1 		$846 Buy
20
+12
+150% +$597 ﹤0.01% 2171
2024
Q4 		$438 Buy
8
+5
+167% +$285 ﹤0.01% 1899
2024
Q3 		$216 Sell
3
-619
-100% -$53.9K ﹤0.01% 1993
2024
Q2 		$59.2K Sell
622
-215
-26% -$21.2K 0.01% 681
2024
Q1 		$77K Buy
837
+374
+81% +$27.9K 0.01% 601
2023
Q4 		$33.4K Buy
+463
New +$30K 0.01% 825

Other funds holding TDW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return