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Robert Grunzinger

Parkside Financial Bank & Trust

Assets Managed
$1.305B
Holdings
2684
Last Quarter
2026 - Q1
Filed Date
1mo 2d ago
Growth Rate
-2.47%(2Q avg: 0.44%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Parkside Financial Bank & Trust's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 2684 positions.

Assets under management

The assets under management (AUM) of Parkside Financial Bank & Trust over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.305B in assets, with a quarterly growth rate of -2.47% and a 2-quarter average growth rate of 0.44%. The portfolio is managed by Robert Grunzinger, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BLK
Blackrock Inc
Recent Activity
Increased 0.56%
18.17%
$237.038M
246,476 shares@ $961.72 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.44%
3.87%
$50.504M
198,998 shares@ $253.79 avg price
VONG
Vanguard Russell 1000 Growth
Recent Activity
Increased 6.11%
3.03%
$39.459M
359,732 shares@ $109.69 avg price
VONV
Vanguard Russell 1000 Value
Recent Activity
Increased 3.08%
2.87%
$37.352M
398,463 shares@ $93.75 avg price
ROIV
Roivant Sciences Ltd
Recent Activity
Increased 13.92%
2.83%
$36.818M
1.329M shares@ $27.71 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 1.33%
2.49%
$32.431M
76,057 shares@ $426.4 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.04%
1.86%
$24.268M
65,558 shares@ $370.18 avg price
IWD
Ishares Russell 1000 Value E
Recent Activity
Increased 1.69%
1.73%
$22.558M
105,576 shares@ $213.67 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.14%
1.66%
$21.605M
123,881 shares@ $174.41 avg price
VONE
Vanguard Russell 1000
Recent Activity
Increased 5.58%
1.56%
$20.232M
68,555 shares@ $295.12 avg price

1-10 of 2684