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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
Q2 		$2.28K Sell
140
-181
-56% -$3.23K ﹤0.01% 2143
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 $191B AUM 17.5% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $3.38T AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Parkside Financial Bank & Trust's XP Position: Q2 2026 in Review

Parkside Financial Bank & Trust reduced its XP (XP) stake by 56% in Q2 2026, selling an estimated $3.23K and leaving 140 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #2143.

Parkside Financial Bank & Trust first reported a position in XP in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.11K in Q1 2026. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Parkside Financial Bank & Trust held 140 shares of XP worth $2.28K as of Q2 2026.
  • Parkside Financial Bank & Trust sold 181 XP shares in Q2 2026, an estimated $3.23K.
  • XP made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #2143 holding.
  • Parkside Financial Bank & Trust first reported a position in XP in Q4 2023 and has held it in 10 quarters since.
  • Parkside Financial Bank & Trust's XP position peaked at $6.11K in Q1 2026.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.