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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
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

Other funds holding PSN

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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

Root Financial Partners's PSN Position: Q2 2026 in Review

Root Financial Partners sold out of Parsons (PSN) in Q2 2026, closing a stake of 218 shares — an estimated $11.8K sold.

Root Financial Partners first reported a position in PSN in Q3 2025 and held it in 3 quarters. The position peaked at $18.9K in Q3 2025. 341 funds tracked by Wall St. Rank hold PSN as of Q2 2026.

  • Root Financial Partners reported no remaining Parsons position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 218 Parsons shares in Q2 2026, an estimated $11.8K.
  • Root Financial Partners first reported a position in Parsons in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Parsons position peaked at $18.9K in Q3 2025.
  • 341 funds tracked by Wall St. Rank held Parsons as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.