LVZ Inc
PSN icon

LVZ Inc’s Parsons PSN Stock Holding History

LVZ Inc’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 		$534K Buy
13,042
+1,440
+12% +$71K 0.05% 104
2026
Q2 		$608K Buy
11,602
+4,183
+56% +$226K 0.06% 100
2026
Q1 		$402K Buy
7,419
+427
+6% +$27.3K 0.05% 107
2025
Q4 		$432K Buy
6,992
+663
+10% +$51.9K 0.05% 108
2025
Q3 		$525K Buy
6,329
+1,277
+25% +$98.8K 0.06% 95
2025
Q2 		$363K Hold
5,052
– – 0.04% 113
2025
Q1 		$299K Buy
5,052
+616
+14% +$44.6K 0.04% 116
2024
Q4 		$409K Buy
4,436
+686
+18% +$69.9K 0.05% 93
2024
Q3 		$389K Buy
3,750
+143
+4% +$12.8K 0.05% 87
2024
Q2 		$295K Buy
3,607
+19
+0.5% +$1.49K 0.04% 102
2024
Q1 		$298K Buy
+3,588
New +$262K 0.04% 105

Other funds holding PSN

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

LVZ Inc's PSN Position: Q3 2026 in Review

LVZ Inc increased its Parsons (PSN) stake by 12% in Q3 2026, buying an estimated $71K and bringing the position to 13,042 shares worth $534K. The position accounts for 0.05% of the portfolio, ranked #104.

LVZ Inc first reported a position in PSN in Q1 2024 and has held it in 11 quarters since. The position peaked at $608K in Q2 2026. 73 funds tracked by Wall St. Rank hold PSN as of Q3 2026.

  • LVZ Inc held 13,042 shares of Parsons worth $534K as of Q3 2026.
  • LVZ Inc bought 1,440 Parsons shares in Q3 2026, an estimated $71K.
  • Parsons made up 0.05% of LVZ Inc's portfolio in Q3 2026, its #104 holding.
  • LVZ Inc first reported a position in Parsons in Q1 2024 and has held it in 11 quarters since.
  • LVZ Inc's Parsons position peaked at $608K in Q2 2026.
  • 73 funds tracked by Wall St. Rank held Parsons as of Q3 2026.

Based on LVZ Inc's 13F filing for Q3 2026, filed 20 Oct 2026.