SEC 13F Intelligence

Managers / Q2 2019 · view latest →

Parkside Financial Bank & Trust

CIK 0001455267 · 8112 MARYLAND AVE, SUITE 101, SAINT LOUIS, MO, 63105 · 314-290-8600

Reported Value
$309M
Q2 2019
Positions
1,924
Filings on Record
31
2019–present window
Filed
Aug 6, 2019
original filing

Summary

Parkside Financial Bank & Trust reported $309M in U.S.-listed holdings across 1,924 positions for Q2 2019.

Its largest position, IWF, represents 13.3% of the portfolio.

Compared with Q1 2019, the fund opened 135 new positions and exited 127.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $280MQ4 ’18Q1 ’19: $297MQ2 ’19: $309MQ3 ’19: $309MQ4 ’19: $343MQ4 ’19Q1 ’20: $264MQ2 ’20: $306MQ3 ’20: $287MQ4 ’20: $319MQ4 ’20Q1 ’21: $331MQ2 ’21: $346MQ3 ’21: $339MQ4 ’21: $405MQ4 ’21Q1 ’22: $374MQ2 ’22: $327MQ3 ’22: $313MQ4 ’22: $347.0BQ4 ’22Q1 ’23: $372MQ2 ’23: $421MQ3 ’23: $432MQ4 ’23: $550MQ4 ’23Q1 ’24: $623MQ2 ’24: $638MQ3 ’24: $718MQ4 ’24: $757MQ4 ’24Q1 ’25: $788MQ2 ’25: $929MQ3 ’25: $1.3BQ4 ’25: $1.3BQ4 ’25Q1 ’26: $1.3Bfilingsflow.com

Portfolio Composition

By security type
ETP: 55.6%Common Stock: 33.2%Other: 4.0%MLP: 3.6%Closed-End Fund: 2.0%Other: 1.6%
  • ETP · 55.6% · $172M
  • Common Stock · 33.2% · $103M
  • Other · 4.0% · $12M
  • MLP · 3.6% · $11M
  • Closed-End Fund · 2.0% · $6M
  • Other · 1.6% · $5M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2019

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.3B4,123May 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.3B4,108Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.3B4,139Oct 30, 202513F-HRchanges · EDGAR ↗
Q2 2025$929M4,146Aug 7, 202513F-HRchanges · EDGAR ↗
Q1 2025$788M4,134May 8, 202513F-HRchanges · EDGAR ↗
Q4 2024$757M3,306Feb 5, 202513F-HRchanges · EDGAR ↗
Q3 2024$718M3,247Nov 7, 202413F-HRchanges · EDGAR ↗
Q2 2024$638M3,186Aug 5, 202413F-HRchanges · EDGAR ↗
Q1 2024$623M3,137May 1, 202413F-HRchanges · EDGAR ↗
Q4 2023$550M3,136Feb 1, 202413F-HRchanges · EDGAR ↗
Q3 2023$432M3,152Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$421M3,055Aug 15, 202313F-HRchanges · EDGAR ↗
Q1 2023$372M3,009May 4, 202313F-HRchanges · EDGAR ↗
Q4 2022$347.0B3,029Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$313M2,775Nov 1, 202213F-HRchanges · EDGAR ↗
Q2 2022$327M2,814Jul 13, 202213F-HRchanges · EDGAR ↗
Q1 2022$374M2,759May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$405M2,505Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$339M2,400Oct 29, 202113F-HRchanges · EDGAR ↗
Q2 2021$346M2,437Aug 6, 202113F-HRchanges · EDGAR ↗
Q1 2021$331M2,301May 10, 202113F-HRchanges · EDGAR ↗
Q4 2020$319M2,223Feb 9, 202113F-HRchanges · EDGAR ↗
Q3 2020$287M2,060Nov 6, 202013F-HRchanges · EDGAR ↗
Q2 2020$306M1,918Aug 10, 202013F-HRchanges · EDGAR ↗
Q1 2020$264M1,940May 5, 202013F-HRchanges · EDGAR ↗
Q4 2019$343M1,930Jan 30, 202013F-HRchanges · EDGAR ↗
Q3 2019$309M1,917Nov 5, 201913F-HRchanges · EDGAR ↗
Q2 2019$309M1,924Aug 6, 201913F-HRchanges · EDGAR ↗
Q1 2019$297M1,918May 1, 201913F-HRchanges · EDGAR ↗
Q4 2018$280M2,077Jan 31, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.