Parkside Financial Bank & Trust
Annual return '25
+13.3%
SPY '25
+17.7%
Alpha
-4.4ptsvs SPY
Invested
$1.3B
Holdings
2,707
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 92%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BLK
BLACKROCK INC
Q1 2026: Exited (was 312 shares)
18.2%
02
$AAPL
APPLE INC
Q1 2026: Exited (was 1.8k shares)
3.9%
03
$VONG
VANGUARD SCOTTSDALE FDS
Q1 2026: Exited (was 5.7k shares)
3.0%
04
$VONV
VANGUARD SCOTTSDALE FDS
Q1 2026: Exited (was 5.8k shares)
2.9%
05
$ROIV
ROIVANT SCIENCES LTD
Q1 2026: Exited (was 1.17M shares)
2.8%
06
$IWF
ISHARES TR
Q1 2026: Exited (was 75.1k shares)
2.5%
07
$MSFT
MICROSOFT CORP
Q1 2026: Exited (was 16.4k shares)
1.9%
08
$IWD
ISHARES TR
Q1 2026: Exited (was 0 shares)
1.7%
09
$NVDA
NVIDIA CORPORATION
Q1 2026: Exited (was 3.0k shares)
1.7%
10
$VONE
VANGUARD SCOTTSDALE FDS
Q1 2026: Exited (was 183 shares)
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:56 UTC.