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Concourse Financial Group Securities’s PSQ Holdings PSQH Stock Holding History

Concourse Financial Group Securities’s Portfolio PSQH Stock Details PSQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-133
Closed -$8.64K – 1551
2024
Q4 		$8.64K Hold
133
– – ﹤0.01% 1752
2024
Q3 		$4.92K Hold
133
– – ﹤0.01% 1864
2024
Q2 		$7.54K Hold
133
– – ﹤0.01% 1773
2024
Q1 		$10.8K Hold
133
– – ﹤0.01% 1675
2023
Q4 		$10.5K Hold
133
– – ﹤0.01% 1668
2023
Q3 		$18.2K Hold
133
– – ﹤0.01% 1472
2023
Q2 		$20.5K Buy
+133
New +$20.3K ﹤0.01% 1433

Other funds holding PSQH

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

Concourse Financial Group Securities's PSQH Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of PSQ Holdings (PSQH) in Q1 2025, closing a stake of 133 shares — an estimated $8.64K sold.

Concourse Financial Group Securities first reported a position in PSQH in Q2 2023 and held it in 7 quarters. The position peaked at $20.5K in Q2 2023. 71 funds tracked by Wall St. Rank hold PSQH as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining PSQ Holdings position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 133 PSQ Holdings shares in Q1 2025, an estimated $8.64K.
  • Concourse Financial Group Securities first reported a position in PSQ Holdings in Q2 2023 and held it in 7 quarters.
  • Concourse Financial Group Securities's PSQ Holdings position peaked at $20.5K in Q2 2023.
  • 71 funds tracked by Wall St. Rank held PSQ Holdings as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.