EP Wealth Advisors’s Parsons PSN Stock Holding History

EP Wealth Advisors’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 Q1	$576K	Buy	10,636 +119	+1%	+$7.6K	﹤0.01%	842
2025 Q4	$650K	Buy	+10,517	New	+$823K	﹤0.01%	757
2025 Q2	$1.05M	Buy	14,634 +7,599	+108%	+$502K	0.01%	554
2025 Q1	$417K	Sell	7,035 -279	-4%	-$20.2K	﹤0.01%	771
2024 Q4	$675K	Sell	7,314 -39	-0.5%	-$3.98K	0.01%	599
2024 Q3	$762K	Buy	7,353 +271	+4%	+$24.3K	0.01%	568
2024 Q2	$579K	Sell	7,082 -4,813	-40%	-$377K	0.01%	503
2024 Q1	$987K	Buy	11,895 +61	+0.5%	+$4.45K	0.01%	377
2023 Q4	$742K	Sell	11,834 -5,000	-30%	-$302K	0.01%	418
2023 Q3	$915K	Sell	16,834 -2,608	-13%	-$138K	0.01%	349
2023 Q2	$1.12M	Buy	19,442 +11,221	+136%	+$512K	0.02%	310
2023 Q1	$834K	Sell	8,221 -26,142	-76%	-$1.15M	0.01%	328
2022 Q4	$1.59M	Buy	+34,363	New	+$1.58M	0.03%	233

Other funds holding PSN

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Swedbank Stockholm, Sweden $95.1B AUM 30.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return