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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
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 $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

LVZ Inc's PSN Position: Q2 2026 in Review

LVZ Inc increased its Parsons (PSN) stake by 56% in Q2 2026, buying an estimated $226K and bringing the position to 11,602 shares worth $608K. The position accounts for 0.06% of the portfolio, ranked #100.

LVZ Inc first reported a position in PSN in Q1 2024 and has held it in 10 quarters since. 29 funds tracked by Wall St. Rank hold PSN as of Q2 2026.

  • LVZ Inc held 11,602 shares of Parsons worth $608K as of Q2 2026.
  • LVZ Inc bought 4,183 Parsons shares in Q2 2026, an estimated $226K.
  • Parsons made up 0.06% of LVZ Inc's portfolio in Q2 2026, its #100 holding.
  • LVZ Inc first reported a position in Parsons in Q1 2024 and has held it in 10 quarters since.
  • 29 funds tracked by Wall St. Rank held Parsons as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.