PFBT
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Parkside Financial Bank & Trust’s XP XP Stock Holding History

Parkside Financial Bank & Trust’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.11K Sell
321
-12
-4% -$232 ﹤0.01% 1755
2025
Q4 		$5.45K Buy
333
+154
+86% +$2.71K ﹤0.01% 1774
2025
Q3 		$3.36K Buy
179
+39
+28% +$699 ﹤0.01% 1845
2025
Q2 		$2.83K Buy
+140
New +$2.42K ﹤0.01% 1881
2025
Q1 		– Sell
-86
Closed -$1.02K – 2763
2024
Q4 		$1.02K Hold
86
– – ﹤0.01% 1739
2024
Q3 		$1.54K Buy
86
+12
+16% +$219 ﹤0.01% 1645
2024
Q2 		$1.3K Buy
74
+67
+957% +$1.38K ﹤0.01% 1617
2024
Q1 		$180 Hold
7
– – ﹤0.01% 1954
2023
Q4 		$183 Buy
+7
New +$160 ﹤0.01% 1957

Other funds holding XP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Parkside Financial Bank & Trust reduced its XP (XP) stake by 3.6% in Q1 2026, selling an estimated $232 and leaving 321 shares worth $6.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1755.

Parkside Financial Bank & Trust first reported a position in XP in Q4 2023 and has held it in 9 quarters since. 356 funds tracked by Wall St. Rank hold XP as of Q1 2026.

  • Parkside Financial Bank & Trust held 321 shares of XP worth $6.11K as of Q1 2026.
  • Parkside Financial Bank & Trust sold 12 XP shares in Q1 2026, an estimated $232.
  • XP made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #1755 holding.
  • Parkside Financial Bank & Trust first reported a position in XP in Q4 2023 and has held it in 9 quarters since.
  • 356 funds tracked by Wall St. Rank held XP as of Q1 2026.

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