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Forum Financial Management’s Parsons PSN Stock Holding History

Forum Financial Management’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
2025
Q4 		– Sell
-2,760
Closed -$229K – 1055
2025
Q3 		$229K Buy
+2,760
New +$213K ﹤0.01% 892
2025
Q1 		– Sell
-2,773
Closed -$256K – 920
2024
Q4 		$256K Hold
2,773
– – ﹤0.01% 710
2024
Q3 		$288K Buy
2,773
+1
+0% +$90 ﹤0.01% 537
2024
Q2 		$227K Buy
2,772
+2
+0.1% +$157 ﹤0.01% 609
2024
Q1 		$230K Buy
+2,770
New +$202K ﹤0.01% 636

Other funds holding PSN

Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Forum Financial Management's PSN Position: Q4 2025 in Review

Forum Financial Management sold out of Parsons (PSN) in Q4 2025, closing a stake of 2,760 shares — an estimated $229K sold.

Forum Financial Management first reported a position in PSN in Q1 2024 and held it in 5 quarters. The position peaked at $288K in Q3 2024. 362 funds tracked by Wall St. Rank hold PSN as of Q4 2025.

  • Forum Financial Management reported no remaining Parsons position as of Q4 2025 after selling out during the quarter.
  • Forum Financial Management sold 2,760 Parsons shares in Q4 2025, an estimated $229K.
  • Forum Financial Management first reported a position in Parsons in Q1 2024 and held it in 5 quarters.
  • Forum Financial Management's Parsons position peaked at $288K in Q3 2024.
  • 362 funds tracked by Wall St. Rank held Parsons as of Q4 2025.

Based on Forum Financial Management's 13F filing for Q4 2025, filed 27 Jan 2026.