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Penney Financial’s Insperity NSP Stock Holding History

Penney Financial’s Portfolio NSP Stock Details NSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,976
Closed -$270K – 52
2025
Q4 		$270K Hold
6,976
– – 0.1% 39
2025
Q3 		$343K Hold
6,976
– – 0.15% 34
2025
Q2 		$419K Hold
6,976
– – 0.21% 31
2025
Q1 		$622K Hold
6,976
– – 0.41% 23
2024
Q4 		$541K Hold
6,976
– – 0.36% 24
2024
Q3 		$614K Hold
6,976
– – 0.42% 20
2024
Q2 		$636K Hold
6,976
– – 0.47% 19
2024
Q1 		$765K Hold
6,976
– – 0.56% 17
2023
Q4 		$818K Buy
+6,976
New +$754K 0.68% 17

Other funds holding NSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Penney Financial's NSP Position: Q1 2026 in Review

Penney Financial sold out of Insperity (NSP) in Q1 2026, closing a stake of 6,976 shares — an estimated $270K sold.

Penney Financial first reported a position in NSP in Q4 2023 and held it in 9 quarters. The position peaked at $818K in Q4 2023. 254 funds tracked by Wall St. Rank hold NSP as of Q1 2026.

  • Penney Financial reported no remaining Insperity position as of Q1 2026 after selling out during the quarter.
  • Penney Financial sold 6,976 Insperity shares in Q1 2026, an estimated $270K.
  • Penney Financial first reported a position in Insperity in Q4 2023 and held it in 9 quarters.
  • Penney Financial's Insperity position peaked at $818K in Q4 2023.
  • 254 funds tracked by Wall St. Rank held Insperity as of Q1 2026.

Based on Penney Financial's 13F filing for Q1 2026, filed 22 Apr 2026.