SPIA
PSN icon

Steward Partners Investment Advisory’s Parsons PSN Stock Holding History

Steward Partners Investment Advisory’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 		$24.3K Hold
449
– – ﹤0.01% 3132
2025
Q4 		$27.7K Sell
449
-300
-40% -$23.5K ﹤0.01% 2992
2025
Q3 		$62.1K Buy
749
+25
+3% +$1.93K ﹤0.01% 2499
2025
Q2 		$52K Sell
724
-4
-0.5% -$264 ﹤0.01% 2456
2025
Q1 		$43.1K Sell
728
-12,654
-95% -$916K ﹤0.01% 2461
2024
Q4 		$1.23M Sell
13,382
-4,177
-24% -$426K 0.01% 805
2024
Q3 		$1.82M Buy
17,559
+13,131
+297% +$1.18M 0.02% 660
2024
Q2 		$362K Buy
+4,428
New +$347K ﹤0.01% 1197

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 $5.72T 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 $116B AUM 46.87% 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

Steward Partners Investment Advisory's PSN Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Parsons (PSN) position steady in Q1 2026 at 449 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3132.

Steward Partners Investment Advisory first reported a position in PSN in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.82M in Q3 2024. 340 funds tracked by Wall St. Rank hold PSN as of Q1 2026.

  • Steward Partners Investment Advisory held 449 shares of Parsons worth $24.3K as of Q1 2026.
  • Steward Partners Investment Advisory left its Parsons share count unchanged in Q1 2026.
  • Parsons made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3132 holding.
  • Steward Partners Investment Advisory first reported a position in Parsons in Q2 2024 and has held it in 8 quarters since.
  • Steward Partners Investment Advisory's Parsons position peaked at $1.82M in Q3 2024.
  • 340 funds tracked by Wall St. Rank held Parsons as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.