SW
PSN icon

SteelPeak Wealth’s Parsons PSN Stock Holding History

SteelPeak Wealth’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 		$563K Sell
10,755
-4,160
-28% -$225K 0.01% 406
2026
Q1 		$808K Buy
14,915
+2,023
+16% +$129K 0.02% 318
2025
Q4 		$797K Buy
12,892
+1,710
+15% +$134K 0.03% 300
2025
Q3 		$927K Buy
11,182
+1,770
+19% +$137K 0.03% 302
2025
Q2 		$676K Sell
9,412
-2,558
-21% -$169K 0.03% 323
2025
Q1 		$709K Buy
+11,970
New +$867K 0.03% 301
2023
Q2 		– Sell
-8,161
Closed -$365K – 492
2023
Q1 		$365K Hold
8,161
– – 0.02% 280
2022
Q4 		$377K Sell
8,161
-796
-9% -$36.7K 0.03% 277
2022
Q3 		$351K Hold
8,957
– – 0.03% 299
2022
Q2 		$362K Buy
+8,957
New +$343K 0.03% 293

Other funds holding PSN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

SteelPeak Wealth's PSN Position: Q2 2026 in Review

SteelPeak Wealth reduced its Parsons (PSN) stake by 28% in Q2 2026, selling an estimated $225K and leaving 10,755 shares worth $563K. The position accounts for 0.01% of the portfolio, ranked #406.

SteelPeak Wealth first reported a position in PSN in Q2 2022 and has held it in 10 quarters since. The position peaked at $927K in Q3 2025. 29 funds tracked by Wall St. Rank hold PSN as of Q2 2026.

  • SteelPeak Wealth held 10,755 shares of Parsons worth $563K as of Q2 2026.
  • SteelPeak Wealth sold 4,160 Parsons shares in Q2 2026, an estimated $225K.
  • Parsons made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #406 holding.
  • SteelPeak Wealth first reported a position in Parsons in Q2 2022 and has held it in 10 quarters since.
  • SteelPeak Wealth's Parsons position peaked at $927K in Q3 2025.
  • 29 funds tracked by Wall St. Rank held Parsons as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.