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Tortoise Capital Series Trus shares owned by Parkside Financial Bank & Trust

Quarter-by-quarter ownership of Tortoise Capital Series Trus (TNGY) shares owned by Parkside Financial Bank & Trust from 13F filings

Historical chart of Parkside Financial Bank & Trust investment in Tortoise Capital Series Trus

Tip: Access up to 7 years of quarterly data

All positions including Tortoise Capital Series Trus held by Parkside Financial Bank & Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tortoise Capital Series Trus by Parkside Financial Bank & Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.0M 548k 9.07
2025-06-30 $5.2M 567k 9.17

More positions owned by Parkside Financial Bank & Trust

Blackrock (BLK)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Parkside Financial Bank & Trust

Top funds holding Tortoise Capital Series Trus

Envestnet Asset Management
D.A. Davidson & Co.
Raymond James Financial
UBS Group
Baird Financial
Kovitz Investment Group Partners
Ameriprise Financial
Parkside Financial Bank & Trust
Burns Wealth Management
Captrust Financial Advisors
Warren Averett Asset Management
Royal Bank of Canada
Northern Trust
Wealth Enhancement Advisory Services
Lee Financial

View all funds holding Tortoise Capital Series Trus