BC
PSIX

Burney Company’s Power Solutions International PSIX Stock Holding History

Burney Company’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
Q2 		– Sell
-29,020
Closed -$1.77M – 653
2026
Q1 		$1.77M Sell
29,020
-1,306
-4% -$93.2K 0.06% 237
2025
Q4 		$1.73M Buy
30,326
+3,099
+11% +$221K 0.05% 267
2025
Q3 		$2.67M Sell
27,227
-11,911
-30% -$1.06M 0.09% 202
2025
Q2 		$2.53M Buy
39,138
+5,248
+15% +$194K 0.09% 196
2025
Q1 		$857K Buy
+33,890
New +$1.17M 0.03% 326

Other funds holding PSIX

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
BRG
Bay Rivers Group Williamsburg, Virginia $293M AUM 48.17% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Burney Company's PSIX Position: Q2 2026 in Review

Burney Company sold out of Power Solutions International (PSIX) in Q2 2026, closing a stake of 29,020 shares — an estimated $1.77M sold.

Burney Company first reported a position in PSIX in Q1 2025 and held it in 5 quarters. The position peaked at $2.67M in Q3 2025. 8 funds tracked by Wall St. Rank hold PSIX as of Q2 2026.

  • Burney Company reported no remaining Power Solutions International position as of Q2 2026 after selling out during the quarter.
  • Burney Company sold 29,020 Power Solutions International shares in Q2 2026, an estimated $1.77M.
  • Burney Company first reported a position in Power Solutions International in Q1 2025 and held it in 5 quarters.
  • Burney Company's Power Solutions International position peaked at $2.67M in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Power Solutions International as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.