Parkside Financial Bank & Trust’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $54.3K | Buy |
1,417
+541
| +62% | +$20.7K | ﹤0.01% | 1018 |
|
|
2026
Q1 | $35.3K | Buy |
876
+61
| +7% | +$2.4K | ﹤0.01% | 1097 |
|
|
2025
Q4 | $31.3K | Buy |
815
+72
| +10% | +$2.83K | ﹤0.01% | 1140 |
|
|
2025
Q3 | $29.6K | Buy |
743
+2
| +0.3% | +$76 | ﹤0.01% | 1114 |
|
|
2025
Q2 | $27.5K | Buy |
741
+33
| +5% | +$1.28K | ﹤0.01% | 1114 |
|
|
2025
Q1 | $28K | Buy |
708
+142
| +25% | +$5.21K | ﹤0.01% | 1026 |
|
|
2024
Q4 | $20.6K | Hold |
566
| – | – | ﹤0.01% | 1085 |
|
|
2024
Q3 | $21.8K | Hold |
566
| – | – | ﹤0.01% | 1036 |
|
|
2024
Q2 | $21.1K | Hold |
566
| – | – | ﹤0.01% | 1015 |
|
|
2024
Q1 | $21K | Sell |
566
-40
| -7% | -$1.45K | ﹤0.01% | 1006 |
|
|
2023
Q4 | $22.6K | Buy |
606
+534
| +742% | +$18.6K | ﹤0.01% | 950 |
|
|
2023
Q3 | $2.47K | Buy |
72
+56
| +350% | +$2.17K | ﹤0.01% | 1601 |
|
|
2023
Q2 | $639 | Buy |
16
+6
| +60% | +$252 | ﹤0.01% | 1878 |
|
|
2023
Q1 | $437 | Hold |
10
| – | – | ﹤0.01% | 1908 |
|
|
2022
Q4 | $477 | Hold |
10
| – | – | ﹤0.01% | 1920 |
|
|
2022
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 1971 |
|
|
2022
Q2 | $0 | Sell |
10
-19
| -66% | -$883 | ﹤0.01% | 1973 |
|
|
2022
Q1 | $1K | Buy |
29
+18
| +164% | +$869 | ﹤0.01% | 1795 |
|
|
2021
Q4 | $1K | Buy |
+11
| New | +$534 | ﹤0.01% | 1777 |
|
|
2020
Q2 | – | Sell |
-200
| Closed | -$8K | – | 1719 |
|
|
2020
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 784 |
|
|
2019
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 825 |
|
|
2019
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 813 |
|
|
2019
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 860 |
|
|
2019
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 874 |
|
|
2018
Q4 | $7K | Hold |
200
| – | – | ﹤0.01% | 842 |
|
|
2018
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 855 |
|
|
2018
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 821 |
|
|
2018
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 809 |
|
|
2017
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 789 |
|
|
2017
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 809 |
|
|
2017
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 817 |
|
|
2017
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 801 |
|
|
2016
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 801 |
|
|
2016
Q3 | $6K | Buy |
+200
| New | +$6.48K | ﹤0.01% | 819 |
|
Other funds holding WTRG
AA
Parkside Financial Bank & Trust's WTRG Position: Q2 2026 in Review
Parkside Financial Bank & Trust increased its Essential Utilities (WTRG) stake by 62% in Q2 2026, buying an estimated $20.7K and bringing the position to 1,417 shares worth $54.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.
Parkside Financial Bank & Trust first reported a position in WTRG in Q3 2016 and has held it in 34 quarters since. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.
- Parkside Financial Bank & Trust held 1,417 shares of Essential Utilities worth $54.3K as of Q2 2026.
- Parkside Financial Bank & Trust bought 541 Essential Utilities shares in Q2 2026, an estimated $20.7K.
- Essential Utilities made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #1018 holding.
- Parkside Financial Bank & Trust first reported a position in Essential Utilities in Q3 2016 and has held it in 34 quarters since.
- 702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.
Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.