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Parkside Financial Bank & Trust

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Files quarterly holdings with the SEC · Q3 2026 · figures are the filer's own · filings arrive up to 45 days after quarter end

Disclosed US stock book

$1.5B

the filing's own total; every row accounted for

Positions

4693

3076 distinct securities after grouping share classes

This quarter

+474 opened · 103 exited

Top 10 holdings

SecurityValueQ/Q · Gold
BLK$261M
AAPL$65M
VONG$49M
ROIVANT SCIENCES LTD$49M
VONV$45M
IWF$38M
MSFT$35M
NVDA$29M
IWD$27M
VONE$25M

…and 3066 more positions. Quarter-over-quarter changes, adds and trims are part of the flows intelligence for Gold members.

Every position in the manager's quarterly holdings filing with the SEC is counted. A name without a link is one Moneyta does not cover yet.

Was this book followable? Gold

Every quarter since 2020, replayed at the real filing delay, against the S&P 500. The number nobody else computes.

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Flows, compare, and your portfolio beside theirs Gold

Quarter-over-quarter moves, overlap with other managers, and where you stand next to them.

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Further reading

Source: the manager's quarterly holdings filings with the SEC, via EDGAR. Disclosed long US positions only, not the fund's complete portfolio. Option rows show the UNDERLYING notional value the SEC requires, not premium paid: a put is bearish exposure, and notional overstates the actual bet. Educational analysis of published data. Insight, not advice.

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Parkside Financial Bank & Trust 13F holdings: top positions and quarterly changes | Moneyta.co