Spire Wealth Management’s Parsons PSN Stock Holding History

Spire Wealth Management’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	$744	Hold	18	–	–	﹤0.01%	2145
2026 Q2	$951	Sell	18 -101	-85%	-$5.46K	﹤0.01%	2144
2026 Q1	$6.45K	Hold	119	–	–	﹤0.01%	1764
2025 Q4	$7.35K	Hold	119	–	–	﹤0.01%	1816
2025 Q3	$9.9K	Hold	119	–	–	﹤0.01%	1755
2025 Q2	$8.54K	Hold	119	–	–	﹤0.01%	1771
2025 Q1	$7.05K	Sell	119 -198	-62%	-$14.3K	﹤0.01%	1960
2024 Q4	$29.2K	Sell	317 -9,909	-97%	-$1.01M	﹤0.01%	1479
2024 Q3	$1.06M	Buy	+10,226	New	+$917K	0.04%	365
2024 Q2	–	Sell	-200	Closed	-$16.6K	–	2357
2024 Q1	$16.6K	Hold	200	–	–	﹤0.01%	1569
2023 Q4	$13.2K	Buy	+200	New	+$12.1K	﹤0.01%	1666

Other funds holding PSN

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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 Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Spire Wealth Management's PSN Position: Q3 2026 in Review

Spire Wealth Management held its Parsons (PSN) position steady in Q3 2026 at 18 shares worth $744. The position accounts for ﹤0.01% of the portfolio, ranked #2145.

Spire Wealth Management first reported a position in PSN in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.06M in Q3 2024. 134 funds tracked by Wall St. Rank hold PSN as of Q3 2026.

Spire Wealth Management held 18 shares of Parsons worth $744 as of Q3 2026.
Spire Wealth Management left its Parsons share count unchanged in Q3 2026.
Parsons made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #2145 holding.
Spire Wealth Management first reported a position in Parsons in Q4 2023 and has held it in 11 quarters since.
Spire Wealth Management's Parsons position peaked at $1.06M in Q3 2024.
134 funds tracked by Wall St. Rank held Parsons as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.