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Parkside Financial Bank & Trust’s White Mountains Insurance WTM Stock Holding History

Parkside Financial Bank & Trust’s Portfolio WTM Stock Details WTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

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

Parkside Financial Bank & Trust reduced its White Mountains Insurance (WTM) stake by 95% in Q1 2026, selling an estimated $126K and leaving 3 shares worth $6.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1730.

Parkside Financial Bank & Trust first reported a position in WTM in Q4 2017 and has held it in 34 quarters since. The position peaked at $129K in Q4 2025. 367 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

  • Parkside Financial Bank & Trust held 3 shares of White Mountains Insurance worth $6.59K as of Q1 2026.
  • Parkside Financial Bank & Trust sold 59 White Mountains Insurance shares in Q1 2026, an estimated $126K.
  • White Mountains Insurance made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #1730 holding.
  • Parkside Financial Bank & Trust first reported a position in White Mountains Insurance in Q4 2017 and has held it in 34 quarters since.
  • Parkside Financial Bank & Trust's White Mountains Insurance position peaked at $129K in Q4 2025.
  • 367 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

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