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Symphony Financial’s Insperity NSP Stock Holding History

Symphony Financial’s Portfolio NSP Stock Details NSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,978
Closed -$240K – 174
2024
Q4 		$240K Sell
2,978
-177
-6% -$14.3K 0.04% 199
2024
Q3 		$274K Buy
3,155
+19
+0.6% +$1.76K 0.05% 190
2024
Q2 		$287K Sell
3,136
-146
-4% -$14.8K 0.05% 178
2024
Q1 		$360K Buy
3,282
+10
+0.3% +$1.06K 0.08% 139
2023
Q4 		$381K Buy
3,272
+14
+0.4% +$1.51K 0.08% 150
2023
Q3 		$316K Buy
3,258
+17
+0.5% +$1.78K 0.08% 128
2023
Q2 		$380K Buy
3,241
+14
+0.4% +$1.66K 0.09% 137
2023
Q1 		$383K Sell
3,227
-187
-5% -$21.9K 0.1% 161
2022
Q4 		$387K Buy
3,414
+387
+13% +$43.8K 0.1% 156
2022
Q3 		$314K Sell
3,027
-453
-13% -$48.6K 0.1% 163
2022
Q2 		$338K Buy
3,480
+515
+17% +$51K 0.1% 152
2022
Q1 		$299K Buy
2,965
+178
+6% +$17.7K 0.07% 163
2021
Q4 		$328K Buy
2,787
+62
+2% +$7.32K 0.09% 140
2021
Q3 		$304K Sell
2,725
-1,009
-27% -$104K 0.11% 135
2021
Q2 		$337K Buy
3,734
+316
+9% +$28.2K 0.11% 128
2021
Q1 		$294K Sell
3,418
-1,288
-27% -$110K 0.08% 158
2020
Q4 		$372K Hold
4,706
– – 0.13% 109
2020
Q3 		$308K Hold
4,706
– – 0.13% 103
2020
Q2 		$305K Buy
+4,706
New +$236K 0.15% 105

Other funds holding NSP

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Symphony Financial's NSP Position: Q1 2025 in Review

Symphony Financial sold out of Insperity (NSP) in Q1 2025, closing a stake of 2,978 shares — an estimated $240K sold.

Symphony Financial first reported a position in NSP in Q2 2020 and held it in 19 quarters. The position peaked at $387K in Q4 2022. 318 funds tracked by Wall St. Rank hold NSP as of Q1 2025.

  • Symphony Financial reported no remaining Insperity position as of Q1 2025 after selling out during the quarter.
  • Symphony Financial sold 2,978 Insperity shares in Q1 2025, an estimated $240K.
  • Symphony Financial first reported a position in Insperity in Q2 2020 and held it in 19 quarters.
  • Symphony Financial's Insperity position peaked at $387K in Q4 2022.
  • 318 funds tracked by Wall St. Rank held Insperity as of Q1 2025.

Based on Symphony Financial's 13F filing for Q1 2025, filed 23 Apr 2025.