Parkside Financial Bank & Trust’s Waystar Holding Corp WAY Stock Holding History

Parkside Financial Bank & Trust’s Portfolio WAY Stock Details WAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.6K	Buy	+108	New	+$2.87K	﹤0.01%	2020
2025 Q4	–	Sell	-34	Closed	-$1.29K	–	2814
2025 Q3	$1.29K	Buy	34 +4	+13%	+$148	﹤0.01%	2179
2025 Q2	$1.23K	Buy	30 +15	+100%	+$578	﹤0.01%	2179
2025 Q1	$561	Buy	+15	New	+$594	﹤0.01%	2313

Other funds holding WAY

EFM

EQT Fund Management Luxembourg $863M AUM 26.03% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BCI

Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return

Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

GAM

Goldentree Asset Management New York $1.72B AUM 1.39% 1-Year Est. Return

Parkside Financial Bank & Trust's WAY Position: Q1 2026 in Review

Parkside Financial Bank & Trust opened a new position in Waystar Holding Corp (WAY) in Q1 2026: 108 shares worth $2.6K. The stake represents ﹤0.01% of the portfolio and ranks #2020 among its holdings. This is a return to the name: Parkside Financial Bank & Trust previously reported a position in WAY as recently as Q3 2025.

Parkside Financial Bank & Trust first reported a position in WAY in Q1 2025 and has held it in 4 quarters since. 307 funds tracked by Wall St. Rank hold WAY as of Q1 2026.

Parkside Financial Bank & Trust held 108 shares of Waystar Holding Corp worth $2.6K as of Q1 2026.
Waystar Holding Corp was a new Parkside Financial Bank & Trust position in Q1 2026.
Waystar Holding Corp made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #2020 holding.
Parkside Financial Bank & Trust first reported a position in Waystar Holding Corp in Q1 2025 and has held it in 4 quarters since.
307 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.