SWM
PSN icon

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
Q1 		$6.45K Hold
119
– – ﹤0.01% 1764
2025
Q4 		$7.35K Hold
119
– – ﹤0.01% 1816
2025
Q3 		$9.87K 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

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Swedbank
Swedbank Stockholm, Sweden $95.1B AUM 30.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return