What does Parkside Financial Bank & Trust hold?

Parkside Financial Bank & Trust's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include BLK, BLK, AAPL. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1455267.

What is Parkside Financial Bank & Trust's AUM?

Parkside Financial Bank & Trust reported approximately $2.9B in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities).

Where does 13F Pro source Parkside Financial Bank & Trust's holdings?

All Parkside Financial Bank & Trust holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1455267. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Parkside Financial Bank & Trust's 13F data updated on 13F Pro?

Parkside Financial Bank & Trust's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Parkside Financial Bank & Trust

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1455267

Institutional-grade research for retail investors

Email me the moment this fund files its next 13FPro

13F Reported Value

ⓘ

$2.9B

incl. option notional

Equity Holdings

ⓘ

$2.9B

Option Notional

ⓘ

$6.5M

$6.5M puts / $0 calls

Holdings

5,408

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

Parkside Financial Bank & Trust disclosed 5,408 positions worth $2.9B in its Form 13F-HR for Q2 2026 — $2.9B in common stock plus $6.5M of put/call option positions (reported at underlying notional value, not premium at risk), led by $BLK (BlackRock, Inc.) at 8.1% of the equity portfolio, followed by $BLK and $AAPL. During the quarter the fund opened 123 new positions and exited 107 and a full exit from $ACN. The portfolio is most concentrated in Other (37.0% of disclosed assets). All figures are sourced directly from Parkside Financial Bank & Trust’s Form 13F-HR filing with the SEC under CIK 1455267.

AI Fund Analysis

Diversifying

VANGUARD SCOTTSDALE FDS

VANGUARD SCOTTSDALE FDS

3.0% weight

Held 10 quarters

VANGUARD SCOTTSDALE FDS

9 quarters accumulating

VANGUARD INDEX FDS - S&P

9 quarters accumulating

$META

9 quarters accumulating

VANGUARD BD INDEX FDS

9 quarters accumulating

VANGUARD INDEX FDS - SML

9 quarters accumulating

Sector Allocation

OtherFinancialsTechnologyHealthcareIndustrialsConsumer Discretionary

13fpro.ai/research/fund/parkside-financial-bank-and-trust-1455267

AUM History

13fpro.ai/research/fund/parkside-financial-bank-and-trust-1455267

Top Equity Holdings by Value

13fpro.ai/research/fund/parkside-financial-bank-and-trust-1455267

Quarterly Activity — Q2 2026

Click any card to unlock

Top Holdings

AI Quality Scored

BlackRock, Inc.
$BLK
69.8#229
Quality
$237.1M246,534 sh
BlackRock, Inc.
$BLK
69.8#229
Quality
$237.1M246,534 sh
Apple Inc.
$AAPL
76.3#82
Quality
$57.4M198,428 sh
Apple Inc.
$AAPL
76.3
Quality
$57.4M198,428 sh
VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW
—
Quality
$48.4M379,038 sh
VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW
—
Quality
$48.4M379,038 sh
Roivant Sciences Ltd.
$ROIV
—
Quality
$47.0M1,329,158 sh
Roivant Sciences Ltd.
$ROIV
—
Quality
$47.0M1,329,158 sh
VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL
—
Quality
$44.2M416,228 sh
VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL
—
Quality
$44.2M416,228 sh

Company	Quality	Value	Shares
BlackRock, Inc.$BLK	69.8#229	$237.1M	246,534
BlackRock, Inc.$BLK	69.8#229	$237.1M	246,534
Apple Inc.$AAPL	76.3#82	$57.4M	198,428
Apple Inc.$AAPL	76.3	$57.4M	198,428
VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW	—	$48.4M	379,038
VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW	—	$48.4M	379,038
Roivant Sciences Ltd.$ROIV	—	$47.0M	1,329,158
Roivant Sciences Ltd.$ROIV	—	$47.0M	1,329,158
VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL	—	$44.2M	416,228
VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL	—	$44.2M	416,228

Unlock AI quality scores for every holding

32-signal composite ranking on each of Parkside Financial Bank & Trust's 5,408 positions.

Showing top 10 of 5,408 holdings.

Sector Allocation

Other

$1.1B

Financials

$668.5M

Technology

$521.7M

Healthcare

$200.7M

Industrials

$138.9M

Consumer Discretionary

$115.2M

Energy

$66.9M

Consumer Staples

$41.4M

Top Holdings — Parkside Financial Bank & Trust (Q2 2026)

Top 150 of 5,408 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$BLK	BlackRock, Inc.	$237.1M	8.1%	+0%	69.8
2	$BLK	BlackRock, Inc.	$237.1M	8.1%	+0%	69.8
3	$AAPL	Apple Inc.	$57.4M	2.0%	+0%	76.3
4	$AAPL	Apple Inc.	$57.4M	2.0%	+0%	76.3
5	—	VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW	$48.4M	1.7%	+5%	—
6	—	VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW	$48.4M	1.7%	+5%	—
7	$ROIV	Roivant Sciences Ltd.	$47.0M	1.6%	-0%	—
8	$ROIV	Roivant Sciences Ltd.	$47.0M	1.6%	-0%	—
9	—	VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL	$44.2M	1.5%	+4%	—
10	—	VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL	$44.2M	1.5%	+4%	—
11	—	ISHARES TR - RUS 1000 GRW ETF	$36.8M	1.3%	+290%	—
12	—	ISHARES TR - RUS 1000 GRW ETF	$36.8M	1.3%	+290%	—
13	$NVDA	NVIDIA CORP	$25.4M	0.9%	+3%	85.9
14	$NVDA	NVIDIA CORP	$25.4M	0.9%	+3%	85.9
15	$MSFT	MICROSOFT CORP	$25.1M	0.9%	+3%	79.7
16	$MSFT	MICROSOFT CORP	$25.1M	0.9%	+3%	79.7
17	—	ISHARES TR - RUS 1000 VAL ETF	$24.9M	0.8%	-3%	—
18	—	ISHARES TR - RUS 1000 VAL ETF	$24.9M	0.8%	-3%	—
19	—	VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX	$23.5M	0.8%	+1%	—
20	—	VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX	$23.5M	0.8%	+1%	—
21	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	$22.2M	0.8%	+4%	—
22	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	$22.2M	0.8%	+4%	—
23	$META	Meta Platforms, Inc.	$21.8M	0.7%	+8%	79.6
24	$META	Meta Platforms, Inc.	$21.8M	0.7%	+8%	79.6
25	—	VANGUARD BD INDEX FDS - INTERMED TERM	$20.3M	0.7%	+4%	—
26	—	VANGUARD BD INDEX FDS - INTERMED TERM	$20.3M	0.7%	+4%	—
27	$GOOG	Alphabet Inc.	$18.6M	0.6%	+2%	78.1
28	$GOOG	Alphabet Inc.	$18.6M	0.6%	+2%	78.1
29	$SPY	SPDR S&P 500 ETF TRUST	$18.1M	0.6%	-1%	—
30	$SPY	SPDR S&P 500 ETF TRUST	$18.1M	0.6%	-1%	—
31	$AMZN	AMAZON COM INC	$17.8M	0.6%	+2%	68.4
32	$AMZN	AMAZON COM INC	$17.8M	0.6%	+2%	68.4
33	—	ISHARES TR - MSCI EAFE ETF	$16.4M	0.6%	-1%	—
34	—	ISHARES TR - MSCI EAFE ETF	$16.4M	0.6%	-1%	—
35	—	SPDR SERIES TRUST - ST STR SP600 SML	$15.4M	0.5%	+3%	—
36	—	SPDR SERIES TRUST - ST STR SP600 SML	$15.4M	0.5%	+3%	—
37	$JPM	JPMORGAN CHASE & CO	$13.1M	0.5%	+1%	70.3
38	$JPM	JPMORGAN CHASE & CO	$13.1M	0.5%	+1%	70.3
39	—	TORTOISE CAPITAL SERIES TRUS - NORTH AMRCN PIPE	$12.1M	0.4%	+1%	—
40	—	TORTOISE CAPITAL SERIES TRUS - NORTH AMRCN PIPE	$12.1M	0.4%	+1%	—
41	—	ISHARES TR - RUS 1000 ETF	$11.2M	0.4%	+0%	—
42	—	ISHARES TR - RUS 1000 ETF	$11.2M	0.4%	+0%	—
43	$GOOGL	Alphabet Inc.	$10.8M	0.4%	+2%	78.1
44	$GOOGL	Alphabet Inc.	$10.8M	0.4%	+2%	78.1
45	—	ISHARES TR - RUSSELL 2000 ETF	$10.1M	0.3%	-10%	—
46	—	ISHARES TR - RUSSELL 2000 ETF	$10.1M	0.3%	-10%	—
47	—	VANGUARD INDEX FDS - GROWTH ETF	$10.0M	0.3%	+514%	—
48	—	VANGUARD INDEX FDS - GROWTH ETF	$10.0M	0.3%	+514%	—
49	$AVGO	Broadcom Inc.	$9.9M	0.3%	+7%	84.4
50	$AVGO	Broadcom Inc.	$9.9M	0.3%	+7%	84.4
51	$LLY	ELI LILLY & Co	$9.7M	0.3%	+5%	87.5
52	$LLY	ELI LILLY & Co	$9.7M	0.3%	+5%	87.5
53	$BRK.B	BERKSHIRE HATHAWAY INC	$8.6M	0.3%	+1%	73.6
54	$BRK.B	BERKSHIRE HATHAWAY INC	$8.6M	0.3%	+1%	73.6
55	$TSLA	Tesla, Inc.	$8.4M	0.3%	+1%	53.6
56	$TSLA	Tesla, Inc.	$8.4M	0.3%	+1%	53.6
57	$BRK.A	BERKSHIRE HATHAWAY INC	$8.2M	0.3%	+0%	73.6
58	$BRK.A	BERKSHIRE HATHAWAY INC	$8.2M	0.3%	+0%	73.6
59	$WMT	Walmart Inc.	$8.1M	0.3%	+3%	59.9
60	$WMT	Walmart Inc.	$8.1M	0.3%	+3%	59.9
61	$AMD	ADVANCED MICRO DEVICES INC	$7.9M	0.3%	-8%	79.7
62	$AMD	ADVANCED MICRO DEVICES INC	$7.9M	0.3%	-8%	79.7
63	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	$7.7M	0.3%	-5%	—
64	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	$7.7M	0.3%	-5%	—
65	—	VANGUARD STAR FDS - VG TL INTL STK F	$7.6M	0.3%	+9%	—
66	—	VANGUARD STAR FDS - VG TL INTL STK F	$7.6M	0.3%	+9%	—
67	$ABBV	AbbVie Inc.	$7.4M	0.3%	+2%	72.5
68	$ABBV	AbbVie Inc.	$7.4M	0.3%	+2%	72.5
69	—	ISHARES TR - CORE MSCI EAFE	$7.1M	0.2%	+6%	—
70	—	ISHARES TR - CORE MSCI EAFE	$7.1M	0.2%	+6%	—
71	—	ISHARES TR - CORE S&P500 ETF	$7.0M	0.2%	-3%	—
72	—	ISHARES TR - CORE S&P500 ETF	$7.0M	0.2%	-3%	—
73	$XOM.R34088	EXXON MOBIL CORP	$6.6M	0.2%	+4%	57.7
74	$XOM.R34088	EXXON MOBIL CORP	$6.6M	0.2%	+4%	57.7
75	$V	VISA INC.	$6.2M	0.2%	-6%	82.7
76	$V	VISA INC.	$6.2M	0.2%	-6%	82.7
77	—	ISHARES TR - EAFE VALUE ETF	$6.1M	0.2%	+5%	—
78	—	ISHARES TR - EAFE VALUE ETF	$6.1M	0.2%	+5%	—
79	—	VANGUARD INDEX FDS - SMALL CP ETF	$6.1M	0.2%	+2%	—
80	—	VANGUARD INDEX FDS - SMALL CP ETF	$6.1M	0.2%	+2%	—
81	—	ISHARES TR - EAFE SML CP ETF	$5.9M	0.2%	+3%	—
82	—	ISHARES TR - EAFE SML CP ETF	$5.9M	0.2%	+3%	—
83	—	VANGUARD WHITEHALL FDS - HIGH DIV YLD	$5.9M	0.2%	+2%	—
84	—	VANGUARD WHITEHALL FDS - HIGH DIV YLD	$5.9M	0.2%	+2%	—
85	$CAT	CATERPILLAR INC	$5.8M	0.2%	-0%	66.3
86	$CAT	CATERPILLAR INC	$5.8M	0.2%	-0%	66.3
87	$JNJ	JOHNSON & JOHNSON	$5.6M	0.2%	+7%	68.8
88	$JNJ	JOHNSON & JOHNSON	$5.6M	0.2%	+7%	68.8
89	—	TORTOISE CAPITAL SERIES TRUS - ENERGY ETF	$5.2M	0.2%	+0%	—
90	—	TORTOISE CAPITAL SERIES TRUS - ENERGY ETF	$5.2M	0.2%	+0%	—
91	—	ISHARES TR - EAFE GRWTH ETF	$5.2M	0.2%	+8%	—
92	—	ISHARES TR - EAFE GRWTH ETF	$5.2M	0.2%	+8%	—
93	—	ISHARES TR - IBONDS 26 TRM TS	$5.0M	0.2%	+0%	—
94	—	ISHARES TR - IBONDS 26 TRM TS	$5.0M	0.2%	+0%	—
95	—	ISHARES TR - RUS 2000 VAL ETF	$5.0M	0.2%	-2%	—
96	—	ISHARES TR - RUS 2000 VAL ETF	$5.0M	0.2%	-2%	—
97	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$4.7M	0.2%	+0%	—
98	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$4.7M	0.2%	+0%	—
99	$QQQ	INVESCO QQQ TRUST, SERIES 1	$4.7M	0.2%	-4%	—
100	$QQQ	INVESCO QQQ TRUST, SERIES 1	$4.7M	0.2%	-4%	—
101	$CSCO	CISCO SYSTEMS, INC.	$4.7M	0.2%	+2%	70.1
102	$CSCO	CISCO SYSTEMS, INC.	$4.7M	0.2%	+2%	70.1
103	$MU	MICRON TECHNOLOGY INC	$4.5M	0.1%	+7%	86.1
104	$MU	MICRON TECHNOLOGY INC	$4.5M	0.1%	+7%	86.1
105	—	ISHARES TR - IBONDS 27 TRM TS	$4.5M	0.1%	+0%	—
106	—	ISHARES TR - IBONDS 27 TRM TS	$4.5M	0.1%	+0%	—
107	—	ISHARES TR - RUS 2000 GRW ETF	$4.4M	0.1%	-2%	—
108	—	ISHARES TR - RUS 2000 GRW ETF	$4.4M	0.1%	-2%	—
109	—	ISHARES TR - IBOXX HI YD ETF	$4.4M	0.1%	+4%	—
110	—	ISHARES TR - IBOXX HI YD ETF	$4.4M	0.1%	+4%	—
111	$AMAT	APPLIED MATERIALS INC /DE	$4.3M	0.1%	+3%	72.1
112	$AMAT	APPLIED MATERIALS INC /DE	$4.3M	0.1%	+3%	72.1
113	$META	Meta Platforms, Inc.	$4.2M	0.1%	+1%	79.6
114	$META	Meta Platforms, Inc.	$4.2M	0.1%	+1%	79.6
115	$HD	HOME DEPOT, INC.	$4.1M	0.1%	-5%	60.1
116	$HD	HOME DEPOT, INC.	$4.1M	0.1%	-5%	60.1
117	$ACN	Accenture plc	$3.9M	0.1%	-8%	—
118	$ACN	Accenture plc	$3.9M	0.1%	-8%	—
119	—	VANGUARD INDEX FDS - SML CP GRW ETF	$3.8M	0.1%	+23%	—
120	—	VANGUARD INDEX FDS - SML CP GRW ETF	$3.8M	0.1%	+23%	—
121	$PG	PROCTER & GAMBLE Co	$3.8M	0.1%	+1%	64.4
122	$PG	PROCTER & GAMBLE Co	$3.8M	0.1%	+1%	64.4
123	$PEP	PEPSICO INC	$3.7M	0.1%	-1%	63.2
124	$PEP	PEPSICO INC	$3.7M	0.1%	-1%	63.2
125	—	SCHWAB STRATEGIC TR - US LCAP GR ETF	$3.7M	0.1%	-1%	—
126	—	SCHWAB STRATEGIC TR - US LCAP GR ETF	$3.7M	0.1%	-1%	—
127	$GE	GENERAL ELECTRIC CO	$3.7M	0.1%	-7%	73.6
128	$GE	GENERAL ELECTRIC CO	$3.7M	0.1%	-7%	73.6
129	$AXP	AMERICAN EXPRESS CO	$3.6M	0.1%	+0%	69.1
130	$AXP	AMERICAN EXPRESS CO	$3.6M	0.1%	+0%	69.1
131	$MA	Mastercard Inc	$3.6M	0.1%	-7%	85
132	$MA	Mastercard Inc	$3.6M	0.1%	-7%	85
133	$IAU	ISHARES GOLD TRUST	$3.5M	0.1%	+0%	—
134	$IAU	ISHARES GOLD TRUST	$3.5M	0.1%	+0%	—
135	—	VANGUARD INDEX FDS - VALUE ETF	$3.4M	0.1%	+1%	—
136	—	VANGUARD INDEX FDS - VALUE ETF	$3.4M	0.1%	+1%	—
137	$BAC	BANK OF AMERICA CORP /DE/	$3.3M	0.1%	+1%	67.3
138	$BAC	BANK OF AMERICA CORP /DE/	$3.3M	0.1%	+1%	67.3
139	$MS	MORGAN STANLEY	$3.3M	0.1%	-1%	75.7
140	$MS	MORGAN STANLEY	$3.3M	0.1%	-1%	75.7
141	—	VANECK ETF TRUST - INTRMDT MUNI ETF	$3.3M	0.1%	+5%	—
142	—	VANECK ETF TRUST - INTRMDT MUNI ETF	$3.3M	0.1%	+5%	—
143	—	ISHARES TR - US SML CAP EQT	$3.3M	0.1%	+0%	—
144	—	ISHARES TR - US SML CAP EQT	$3.3M	0.1%	+0%	—
145	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	$3.3M	0.1%	+1%	69.7
146	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	$3.3M	0.1%	+1%	69.7
147	—	VANGUARD SCOTTSDALE FDS - VNG RUS2000GRW	$3.3M	0.1%	+2%	—
148	—	VANGUARD SCOTTSDALE FDS - VNG RUS2000GRW	$3.3M	0.1%	+2%	—
149	$CVX	CHEVRON CORP	$3.2M	0.1%	+3%	62.6
150	$CVX	CHEVRON CORP	$3.2M	0.1%	+3%	62.6

New Positions (123)

DIMENSIONAL ETF TRUST - US LARGE CAP COR$1.7M

$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$609,458

$HONA Honeywell Aerospace Inc.$448,351

NEW YORK LIFE INVTS ACTIVE E - WINSLOW LAR CAP$387,699

HARRIS OAKMARK ETF TRUST - OAKMARK U S LRG$343,646

$FDXF FedEx Freight Holding Company, Inc.$259,871

SSGA ACTIVE ETF TR - ST STR REAL ETF$217,483

VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF$192,152

SCHWAB STRATEGIC TR - 1000 INDEX ETF$179,724

J P MORGAN EXCHANGE TRADED F - INCOME ETF$110,428

J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF$107,548

PGIM ETF TR - PGIM ULTRA SH BD$79,875

$GOOGPUT Alphabet Inc.$71,474

ISHARES TR - 7-10 YR TRSY BD$67,523

$HLPUT HECLA MINING CO/DE/$60,177

Exited Positions (107)

$ACNPUT Accenture plc

$CTRA Coterra Energy Inc.

TIDAL TRUST I

$UPWK UPWORK, INC

$HTBK HERITAGE COMMERCE CORP

VANGUARD INSTL INDEX FD

$GBDC GOLUB CAPITAL BDC, Inc.

$AL AIR LEASE CORP

$CTLP CANTALOUPE, INC.

$HOLX HOLOGIC INC

$SDA SunCar Technology Group Inc.

$GDEN NEW ROYAL HOLDCO I INC.

J P MORGAN EXCHANGE TRADED F

$CSGS CSG SYSTEMS INTERNATIONAL INC

FIRST TR EXCHANGE-TRADED FD

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