AssetMark Inc’s Parsons PSN Stock Holding History

AssetMark Inc’s Portfolio PSN Stock Details PSN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.74M	Buy	115,725 +6,417	+6%	+$316K	0.01%	752
2026 Q2	$5.73M	Buy	109,308 +2,188	+2%	+$118K	0.01%	697
2026 Q1	$5.8M	Buy	107,120 +1,478	+1%	+$94.4K	0.01%	629
2025 Q4	$6.53M	Buy	105,642 +5,298	+5%	+$415K	0.01%	600
2025 Q3	$8.32M	Buy	100,344 +5,160	+5%	+$399K	0.02%	503
2025 Q2	$6.83M	Buy	95,184 +93,318	+5,001%	+$6.16M	0.02%	511
2025 Q1	$110K	Sell	1,866 -305	-14%	-$22.1K	﹤0.01%	1255
2024 Q4	$200K	Sell	2,171 -579	-21%	-$59K	﹤0.01%	1093
2024 Q3	$285K	Buy	2,750 +265	+11%	+$23.8K	﹤0.01%	966
2024 Q2	$203K	Sell	2,485 -127	-5%	-$10K	﹤0.01%	996
2024 Q1	$217K	Buy	+2,612	New	+$190K	﹤0.01%	935

Other funds holding PSN

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

AssetMark Inc's PSN Position: Q3 2026 in Review

AssetMark Inc increased its Parsons (PSN) stake by 5.9% in Q3 2026, buying an estimated $316K and bringing the position to 115,725 shares worth $4.74M. The position accounts for 0.01% of the portfolio, ranked #752.

AssetMark Inc first reported a position in PSN in Q1 2024 and has held it in 11 quarters since. The position peaked at $8.32M in Q3 2025. 73 funds tracked by Wall St. Rank hold PSN as of Q3 2026.

AssetMark Inc held 115,725 shares of Parsons worth $4.74M as of Q3 2026.
AssetMark Inc bought 6,417 Parsons shares in Q3 2026, an estimated $316K.
Parsons made up 0.01% of AssetMark Inc's portfolio in Q3 2026, its #752 holding.
AssetMark Inc first reported a position in Parsons in Q1 2024 and has held it in 11 quarters since.
AssetMark Inc's Parsons position peaked at $8.32M in Q3 2025.
73 funds tracked by Wall St. Rank held Parsons as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.