Parkside Financial Bank & Trust’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $161K | Sell |
2,702
-124
| -4% | -$8.65K | 0.01% | 511 |
|
|
2025
Q4 | $244K | Buy |
2,826
+4
| +0.1% | +$354 | 0.02% | 403 |
|
|
2025
Q3 | $243K | Sell |
2,822
-5
| -0.2% | -$376 | 0.02% | 393 |
|
|
2025
Q2 | $194K | Sell |
2,827
-27
| -0.9% | -$1.86K | 0.02% | 436 |
|
|
2025
Q1 | $217K | Buy |
2,854
+80
| +3% | +$7.56K | 0.03% | 372 |
|
|
2024
Q4 | $304K | Sell |
2,774
-303
| -10% | -$27.9K | 0.04% | 289 |
|
|
2024
Q3 | $243K | Buy |
3,077
+118
| +4% | +$8.86K | 0.03% | 332 |
|
|
2024
Q2 | $216K | Buy |
2,959
+217
| +8% | +$17.1K | 0.03% | 340 |
|
|
2024
Q1 | $233K | Buy |
2,742
+326
| +13% | +$29.4K | 0.04% | 328 |
|
|
2023
Q4 | $245K | Buy |
2,416
+146
| +6% | +$14.1K | 0.04% | 274 |
|
|
2023
Q3 | $230K | Buy |
2,270
+201
| +10% | +$20.9K | 0.05% | 238 |
|
|
2023
Q2 | $210K | Buy |
2,069
+108
| +6% | +$10.4K | 0.05% | 250 |
|
|
2023
Q1 | $201K | Sell |
1,961
-12
| -0.6% | -$1.09K | 0.05% | 234 |
|
|
2022
Q4 | $166K | Buy |
1,973
+3
| +0.2% | +$232 | 0.05% | 261 |
|
|
2022
Q3 | $153K | Buy |
1,970
+119
| +6% | +$8.13K | 0.05% | 252 |
|
|
2022
Q2 | $122K | Buy |
1,851
+64
| +4% | +$5.33K | 0.04% | 295 |
|
|
2022
Q1 | $211K | Buy |
1,787
+16
| +0.9% | +$1.77K | 0.06% | 227 |
|
|
2021
Q4 | $231K | Buy |
1,771
+61
| +4% | +$8.6K | 0.06% | 225 |
|
|
2021
Q3 | $241K | Buy |
1,710
+20
| +1% | +$2.71K | 0.07% | 185 |
|
|
2021
Q2 | $188K | Buy |
1,690
+13
| +0.8% | +$1.26K | 0.05% | 220 |
|
|
2021
Q1 | $148K | Sell |
1,677
-131
| -7% | -$13K | 0.04% | 237 |
|
|
2020
Q4 | $166K | Buy |
1,808
+106
| +6% | +$7.44K | 0.05% | 223 |
|
|
2020
Q3 | $95K | Sell |
1,702
-104
| -6% | -$5.79K | 0.03% | 305 |
|
|
2020
Q2 | $97K | Buy |
1,806
+1,726
| +2,158% | +$70.7K | 0.03% | 309 |
|
|
2020
Q1 | $3K | Hold |
80
| – | – | ﹤0.01% | 1043 |
|
|
2019
Q4 | $3K | Hold |
80
| – | – | ﹤0.01% | 1099 |
|
|
2019
Q3 | $4K | Sell |
80
-34
| -30% | -$1.79K | ﹤0.01% | 1016 |
|
|
2019
Q2 | $7K | Hold |
114
| – | – | ﹤0.01% | 890 |
|
|
2019
Q1 | $6K | Sell |
114
-3
| -3% | -$132 | ﹤0.01% | 911 |
|
|
2018
Q4 | $4K | Hold |
117
| – | – | ﹤0.01% | 953 |
|
|
2018
Q3 | $5K | Hold |
117
| – | – | ﹤0.01% | 925 |
|
|
2018
Q2 | $3K | Hold |
117
| – | – | ﹤0.01% | 994 |
|
|
2018
Q1 | $3K | Buy |
+117
| New | +$2.69K | ﹤0.01% | 962 |
|
Other funds holding WK
VPM
EC
JCAM
VCM
EDRH
Parkside Financial Bank & Trust's WK Position: Q1 2026 in Review
Parkside Financial Bank & Trust reduced its Workiva (WK) stake by 4.4% in Q1 2026, selling an estimated $8.65K and leaving 2,702 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #511.
Parkside Financial Bank & Trust first reported a position in WK in Q1 2018 and has held it in 33 quarters since. The position peaked at $304K in Q4 2024. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.
- Parkside Financial Bank & Trust held 2,702 shares of Workiva worth $161K as of Q1 2026.
- Parkside Financial Bank & Trust sold 124 Workiva shares in Q1 2026, an estimated $8.65K.
- Workiva made up 0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #511 holding.
- Parkside Financial Bank & Trust first reported a position in Workiva in Q1 2018 and has held it in 33 quarters since.
- Parkside Financial Bank & Trust's Workiva position peaked at $304K in Q4 2024.
- 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.
Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.