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Capital Advisors Ltd’s Parsons PSN Stock Holding History

Capital Advisors Ltd’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
Q2 		$0 Hold
5
– – ﹤0.01% 1540
2026
Q1 		$0 Sell
5
-4
-44% -$256 ﹤0.01% 1551
2025
Q4 		$1K Sell
9
-4
-31% -$313 ﹤0.01% 1263
2025
Q3 		$1K Hold
13
– – ﹤0.01% 1270
2025
Q2 		$1K Buy
13
+8
+160% +$528 ﹤0.01% 1252
2025
Q1 		$0 Hold
5
– – ﹤0.01% 1539
2024
Q4 		$0 Hold
5
– – ﹤0.01% 1536
2024
Q3 		$1K Hold
5
– – ﹤0.01% 1275
2024
Q2 		$0 Hold
5
– – ﹤0.01% 1593
2024
Q1 		$0 Hold
5
– – ﹤0.01% 1512
2023
Q4 		$0 Hold
5
– – ﹤0.01% 1449
2023
Q3 		$0 Hold
5
– – ﹤0.01% 1439
2023
Q2 		$0 Hold
5
– – ﹤0.01% 1495
2023
Q1 		$0 Hold
5
– – ﹤0.01% 1478
2022
Q4 		$0 Hold
5
– – ﹤0.01% 1550
2022
Q3 		$0 Buy
+5
New +$207 ﹤0.01% 1457
2022
Q2 		– Sell
-25
Closed -$1K – 1258
2022
Q1 		$1K Buy
+25
New +$852 ﹤0.01% 780

Other funds holding PSN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Capital Advisors Ltd's PSN Position: Q2 2026 in Review

Capital Advisors Ltd held its Parsons (PSN) position steady in Q2 2026 at 5 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

Capital Advisors Ltd first reported a position in PSN in Q1 2022 and has held it in 17 quarters since. The position peaked at $1K in Q4 2025. 29 funds tracked by Wall St. Rank hold PSN as of Q2 2026.

  • Capital Advisors Ltd held 5 shares of Parsons worth $0 as of Q2 2026.
  • Capital Advisors Ltd left its Parsons share count unchanged in Q2 2026.
  • Parsons made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1540 holding.
  • Capital Advisors Ltd first reported a position in Parsons in Q1 2022 and has held it in 17 quarters since.
  • Capital Advisors Ltd's Parsons position peaked at $1K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held Parsons as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.