PWPS
PSN icon

Pinnacle Wealth Planning Services’s Parsons PSN Stock Holding History

Pinnacle Wealth Planning Services’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 		$1.1K Sell
21
-2
-9% -$108 ﹤0.01% 2571
2026
Q1 		$1.25K Buy
23
+19
+475% +$1.21K ﹤0.01% 2521
2025
Q4 		$247 Buy
+4
New +$313 ﹤0.01% 2701

Other funds holding PSN

Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Pinnacle Wealth Planning Services's PSN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Parsons (PSN) stake by 8.7% in Q2 2026, selling an estimated $108 and leaving 21 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2571.

Pinnacle Wealth Planning Services first reported a position in PSN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.25K in Q1 2026. 342 funds tracked by Wall St. Rank hold PSN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 21 shares of Parsons worth $1.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 2 Parsons shares in Q2 2026, an estimated $108.
  • Parsons made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2571 holding.
  • Pinnacle Wealth Planning Services first reported a position in Parsons in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Parsons position peaked at $1.25K in Q1 2026.
  • 342 funds tracked by Wall St. Rank held Parsons as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.