Cornerstone Planning Group’s Parsons PSN Stock Holding History

Cornerstone Planning Group’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 Q3	$352K	Buy	7,800 +12	+0.2%	+$592	0.04%	125
2026 Q2	$448K	Hold	7,788	–	–	0.06%	108
2026 Q1	$388K	Hold	7,788	–	–	0.05%	110
2025 Q4	$558K	Buy	7,788 +7,623	+4,620%	+$597K	0.09%	79
2025 Q3	$16.6K	Sell	165 -7,619	-98%	-$589K	﹤0.01%	639
2025 Q2	$599K	Hold	7,784	–	–	0.12%	47
2025 Q1	$507K	Hold	7,784	–	–	0.12%	42
2024 Q4	$657K	Hold	7,784	–	–	0.16%	36
2024 Q3	$818K	Hold	7,784	–	–	0.22%	30
2024 Q2	$694K	Hold	7,784	–	–	0.2%	38
2024 Q1	$611K	Hold	7,784	–	–	0.19%	34
2023 Q4	$488K	Hold	7,784	–	–	0.16%	44
2023 Q3	$423K	Sell	7,784 -6,000	-44%	-$318K	0.16%	52
2023 Q2	$664K	Buy	+13,784	New	+$629K	0.26%	42
2022 Q4	$580K	Buy	+13,784	New	+$635K	0.24%	52

Other funds holding PSN

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Canal Insurance Company Greenville, South Carolina $426M AUM 30.47% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

ticino wealth Mission Viejo, California $324M AUM 26.97% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

GAM

GEM Asset Management Plymouth, Michigan $252M AUM 14.11% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Cornerstone Planning Group's PSN Position: Q3 2026 in Review

Cornerstone Planning Group increased its Parsons (PSN) stake by 0.15% in Q3 2026, buying an estimated $592 and bringing the position to 7,800 shares worth $352K. The position accounts for 0.04% of the portfolio, ranked #125.

Cornerstone Planning Group first reported a position in PSN in Q4 2022 and has held it in 15 quarters since. The position peaked at $818K in Q3 2024. 30 funds tracked by Wall St. Rank hold PSN as of Q3 2026.

Cornerstone Planning Group held 7,800 shares of Parsons worth $352K as of Q3 2026.
Cornerstone Planning Group bought 12 Parsons shares in Q3 2026, an estimated $592.
Parsons made up 0.04% of Cornerstone Planning Group's portfolio in Q3 2026, its #125 holding.
Cornerstone Planning Group first reported a position in Parsons in Q4 2022 and has held it in 15 quarters since.
Cornerstone Planning Group's Parsons position peaked at $818K in Q3 2024.
30 funds tracked by Wall St. Rank held Parsons as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.