CFP
PSIX

Comprehensive Financial Planning’s Power Solutions International PSIX Stock Holding History

Comprehensive Financial Planning’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
2025
Q4 		– Sell
-1,899
Closed -$187K – 431
2025
Q3 		$187K Buy
+1,899
New +$168K 0.13% 103

Other funds holding PSIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return
BB
Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Comprehensive Financial Planning's PSIX Position: Q4 2025 in Review

Comprehensive Financial Planning sold out of Power Solutions International (PSIX) in Q4 2025, closing a stake of 1,899 shares — an estimated $187K sold.

Comprehensive Financial Planning first reported a position in PSIX in Q3 2025 and held it in 1 quarter. The position peaked at $187K in Q3 2025. 193 funds tracked by Wall St. Rank hold PSIX as of Q4 2025.

  • Comprehensive Financial Planning reported no remaining Power Solutions International position as of Q4 2025 after selling out during the quarter.
  • Comprehensive Financial Planning sold 1,899 Power Solutions International shares in Q4 2025, an estimated $187K.
  • Comprehensive Financial Planning first reported a position in Power Solutions International in Q3 2025 and held it in 1 quarter.
  • Comprehensive Financial Planning's Power Solutions International position peaked at $187K in Q3 2025.
  • 193 funds tracked by Wall St. Rank held Power Solutions International as of Q4 2025.

Based on Comprehensive Financial Planning's 13F filing for Q4 2025, filed 11 Feb 2026.