Parkside Financial Bank & Trust’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-3
| Closed | -$6.59K | – | 2803 |
|
|
2026
Q1 | $6.59K | Sell |
3
-59
| -95% | -$126K | ﹤0.01% | 1730 |
|
|
2025
Q4 | $129K | Sell |
62
-6
| -9% | -$11.7K | 0.01% | 606 |
|
|
2025
Q3 | $114K | Sell |
68
-3
| -4% | -$5.35K | 0.01% | 622 |
|
|
2025
Q2 | $127K | Buy |
71
+5
| +8% | +$8.89K | 0.01% | 573 |
|
|
2025
Q1 | $127K | Buy |
66
+1
| +2% | +$1.88K | 0.02% | 499 |
|
|
2024
Q4 | $126K | Buy |
65
+4
| +7% | +$7.56K | 0.02% | 499 |
|
|
2024
Q3 | $103K | Buy |
61
+2
| +3% | +$3.49K | 0.01% | 540 |
|
|
2024
Q2 | $107K | Buy |
59
+3
| +5% | +$5.31K | 0.02% | 502 |
|
|
2024
Q1 | $100K | Buy |
56
+9
| +19% | +$15.1K | 0.02% | 526 |
|
|
2023
Q4 | $70.7K | Sell |
47
-22
| -32% | -$32.7K | 0.01% | 585 |
|
|
2023
Q3 | $103K | Buy |
69
+11
| +19% | +$16.9K | 0.02% | 404 |
|
|
2023
Q2 | $80.6K | Buy |
58
+2
| +4% | +$2.82K | 0.02% | 469 |
|
|
2023
Q1 | $77.1K | Buy |
56
+5
| +10% | +$7.17K | 0.02% | 459 |
|
|
2022
Q4 | $72.1K | Buy |
51
+1
| +2% | +$1.35K | 0.02% | 462 |
|
|
2022
Q3 | $65K | Sell |
50
-1
| -2% | -$1.29K | 0.02% | 444 |
|
|
2022
Q2 | $64K | Hold |
51
| – | – | 0.02% | 453 |
|
|
2022
Q1 | $58K | Sell |
51
-1
| -2% | -$1.05K | 0.02% | 504 |
|
|
2021
Q4 | $53K | Sell |
52
-5
| -9% | -$5.28K | 0.01% | 515 |
|
|
2021
Q3 | $61K | Buy |
57
+1
| +2% | +$1.12K | 0.02% | 454 |
|
|
2021
Q2 | $64K | Sell |
56
-2
| -3% | -$2.33K | 0.02% | 443 |
|
|
2021
Q1 | $64K | Sell |
58
-3
| -5% | -$3.35K | 0.02% | 418 |
|
|
2020
Q4 | $61K | Sell |
61
-1
| -2% | -$941 | 0.02% | 412 |
|
|
2020
Q3 | $48K | Sell |
62
-8
| -11% | -$6.92K | 0.02% | 427 |
|
|
2020
Q2 | $62K | Buy |
70
+11
| +19% | +$9.91K | 0.02% | 378 |
|
|
2020
Q1 | $54K | Buy |
59
+1
| +2% | +$1.03K | 0.02% | 361 |
|
|
2019
Q4 | $65K | Buy |
58
+7
| +14% | +$7.63K | 0.02% | 378 |
|
|
2019
Q3 | $55K | Hold |
51
| – | – | 0.02% | 393 |
|
|
2019
Q2 | $52K | Buy |
51
+5
| +11% | +$4.81K | 0.02% | 401 |
|
|
2019
Q1 | $43K | Buy |
46
+15
| +48% | +$13.6K | 0.01% | 410 |
|
|
2018
Q4 | $27K | Buy |
31
+4
| +15% | +$3.56K | 0.01% | 493 |
|
|
2018
Q3 | $25K | Hold |
27
| – | – | 0.01% | 546 |
|
|
2018
Q2 | $25K | Buy |
27
+1
| +4% | +$881 | 0.01% | 532 |
|
|
2018
Q1 | $22K | Sell |
26
-2
| -7% | -$1.65K | 0.01% | 551 |
|
|
2017
Q4 | $24K | Buy |
+28
| New | +$24.5K | 0.01% | 523 |
|
Other funds holding WTM
RRAM
CB
WCM
FMI
Parkside Financial Bank & Trust's WTM Position: Q2 2026 in Review
Parkside Financial Bank & Trust sold out of White Mountains Insurance (WTM) in Q2 2026, closing a stake of 3 shares — an estimated $6.59K sold.
Parkside Financial Bank & Trust first reported a position in WTM in Q4 2017 and held it in 34 quarters. The position peaked at $129K in Q4 2025. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.
- Parkside Financial Bank & Trust reported no remaining White Mountains Insurance position as of Q2 2026 after selling out during the quarter.
- Parkside Financial Bank & Trust sold 3 White Mountains Insurance shares in Q2 2026, an estimated $6.59K.
- Parkside Financial Bank & Trust first reported a position in White Mountains Insurance in Q4 2017 and held it in 34 quarters.
- Parkside Financial Bank & Trust's White Mountains Insurance position peaked at $129K in Q4 2025.
- 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.
Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.