account_balance

Investment manager · 13F filer · SEC CIK 1455267

Parkside Financial Bank & Trust

Reported value$1.51Bas of Sep 30, 2026
Positions3,069 521 new, 136 sold out
Top 10 weight41.2%BLK alone is 17%
FiledOct 2727 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
BLK BlackRock, Inc. 17.3% HeldAAPL Apple Inc. 4.3% Held
VONG Vanguard Scottsdale FDS 3.2% Added +6%
ROIV Roivant Sciences Ltd. 3.2% Held
VONV Vanguard Scottsdale FDS 3.0% Added +5%
IWF iShares Tr 2.5% Added +296%
MSFT Microsoft Corp 2.3% Added +3%NVDA NVIDIA Corp 1.9% Added +4%
IWD iShares Tr 1.8% Held
VONE Vanguard Scottsdale FDS 1.6% Added +5%
VOO Vanguard Index FDS 1.5% Added +3%
BSV Vanguard Bd Index FDS 1.5% Added +12%

What changed

Biggest moves since Mar 31, 2026

Filed Oct 27, 2026, compared with the May 13, 2026 filing
add_circleNew
  • DFAL $1.63M
  • TILT $740K
  • SPCX $707K
  • IWLG $394K
arrow_upwardAdded
  • VUG +482%
  • IWF +296%
  • MU +21%
  • SLYG +21%
arrow_downwardTrimmed
  • IWM −15%
  • ACN −14%
  • QQQ −9%
  • MA −8%
remove_circleSold out
  • SILA $343K
  • CTRA $295K
  • EA $186K
  • RPAR $100K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist