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Parkside Financial Bank & Trust’s Wheels Up UP Stock Holding History

Parkside Financial Bank & Trust’s Portfolio UP Stock Details UP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2
Closed -$67 – 2802
2025
Q3 		$67 Hold
2
– – ﹤0.01% 2684
2025
Q2 		$39 Hold
2
– – ﹤0.01% 2709
2025
Q1 		$37 Hold
2
– – ﹤0.01% 2724
2024
Q4 		$60 Hold
2
– – ﹤0.01% 2121
2024
Q3 		$88 Hold
2
– – ﹤0.01% 2074
2024
Q2 		$69 Hold
2
– – ﹤0.01% 2027
2024
Q1 		$104 Hold
2
– – ﹤0.01% 2012
2023
Q4 		$124 Buy
+2
New +$77 ﹤0.01% 2020

Other funds holding UP

DAL
Delta Air Lines Atlanta, Georgia $391M AUM 6.2% 1-Year Est. Return
KCM
Knighthead Capital Management New York $1.18B AUM 54.89% 1-Year Est. Return
KA
Kore Advisors Boynton Beach, Florida $96.2M AUM 942.37% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return

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

Parkside Financial Bank & Trust sold out of Wheels Up (UP) in Q4 2025, closing a stake of 2 shares — an estimated $67 sold.

Parkside Financial Bank & Trust first reported a position in UP in Q4 2023 and held it in 8 quarters. The position peaked at $124 in Q4 2023. 91 funds tracked by Wall St. Rank hold UP as of Q4 2025.

  • Parkside Financial Bank & Trust reported no remaining Wheels Up position as of Q4 2025 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 2 Wheels Up shares in Q4 2025, an estimated $67.
  • Parkside Financial Bank & Trust first reported a position in Wheels Up in Q4 2023 and held it in 8 quarters.
  • Parkside Financial Bank & Trust's Wheels Up position peaked at $124 in Q4 2023.
  • 91 funds tracked by Wall St. Rank held Wheels Up as of Q4 2025.

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