BHWA
PSIX

Beacon Harbor Wealth Advisors’s Power Solutions International PSIX Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio PSIX Stock Details PSIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-103,216
Closed -$5.9M – 78
2025
Q4 		$5.9M Buy
+103,216
New +$7.37M 1.31% 39

Other funds holding PSIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BB
Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Harbor Wealth Advisors's PSIX Position: Q1 2026 in Review

Beacon Harbor Wealth Advisors sold out of Power Solutions International (PSIX) in Q1 2026, closing a stake of 103,216 shares — an estimated $5.9M sold.

Beacon Harbor Wealth Advisors first reported a position in PSIX in Q4 2025 and held it in 1 quarter. The position peaked at $5.9M in Q4 2025. 201 funds tracked by Wall St. Rank hold PSIX as of Q1 2026.

  • Beacon Harbor Wealth Advisors reported no remaining Power Solutions International position as of Q1 2026 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 103,216 Power Solutions International shares in Q1 2026, an estimated $5.9M.
  • Beacon Harbor Wealth Advisors first reported a position in Power Solutions International in Q4 2025 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's Power Solutions International position peaked at $5.9M in Q4 2025.
  • 201 funds tracked by Wall St. Rank held Power Solutions International as of Q1 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.