PDS Planning’s Park National Corp PRK Stock Holding History

PDS Planning’s Portfolio PRK Stock Details PRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$225K	Buy	1,378 +1	+0.1%	+$164	0.01%	480
2025 Q4	$210K	Buy	1,377 +6	+0.4%	+$945	0.01%	502
2025 Q3	$223K	Buy	1,371 +3	+0.2%	+$506	0.02%	466
2025 Q2	$229K	Buy	1,368 +10	+0.7%	+$1.57K	0.02%	438
2025 Q1	$206K	Buy	1,358 +1	+0.1%	+$164	0.02%	431
2024 Q4	$233K	Buy	1,357 +1	+0.1%	+$181	0.02%	364
2024 Q3	$228K	Buy	+1,356	New	+$225K	0.02%	375
2023 Q2	–	Sell	-1,703	Closed	-$202K	–	346
2023 Q1	$202K	Buy	1,703 +3	+0.2%	+$384	0.03%	266
2022 Q4	$239K	Buy	1,700 +2	+0.1%	+$282	0.04%	172
2022 Q3	$211K	Buy	+1,698	New	+$220K	0.04%	175
2022 Q2	–	Sell	-1,623	Closed	-$213K	–	243
2022 Q1	$213K	Buy	+1,623	New	+$219K	0.04%	199

Other funds holding PRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return