Root Financial Partners
PSN icon

Root Financial Partners’s Parsons PSN Stock Holding History

Root Financial Partners’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 		$9.26K Buy
+226
New +$11.1K ﹤0.01% 1947
2026
Q2 		– Sell
-218
Closed -$11.8K – 2474
2026
Q1 		$11.8K Sell
218
-17
-7% -$1.09K ﹤0.01% 1601
2025
Q4 		$14.5K Buy
235
+7
+3% +$548 ﹤0.01% 1335
2025
Q3 		$18.9K Buy
+228
New +$17.6K ﹤0.01% 1147

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Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Root Financial Partners's PSN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Parsons (PSN) in Q3 2026: 226 shares worth $9.26K. The stake represents ﹤0.01% of the portfolio and ranks #1947 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PSN as recently as Q1 2026.

Root Financial Partners first reported a position in PSN in Q3 2025 and has held it in 4 quarters since. The position peaked at $18.9K in Q3 2025. 134 funds tracked by Wall St. Rank hold PSN as of Q3 2026.

  • Root Financial Partners held 226 shares of Parsons worth $9.26K as of Q3 2026.
  • Parsons was a new Root Financial Partners position in Q3 2026.
  • Parsons made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1947 holding.
  • Root Financial Partners first reported a position in Parsons in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Parsons position peaked at $18.9K in Q3 2025.
  • 134 funds tracked by Wall St. Rank held Parsons as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.