TPWA
PSN icon

Twin Peaks Wealth Advisors’s Parsons PSN Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-35
Closed -$1.9K – 1689
2026
Q1 		$1.9K Buy
+35
New +$2.24K ﹤0.01% 1731
2025
Q3 		– Sell
-2
Closed -$160 – 1605
2025
Q2 		$160 Buy
+2
New +$132 ﹤0.01% 2061

Other funds holding PSN

Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Twin Peaks Wealth Advisors's PSN Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Parsons (PSN) in Q2 2026, closing a stake of 35 shares — an estimated $1.9K sold.

Twin Peaks Wealth Advisors first reported a position in PSN in Q2 2025 and held it in 2 quarters. The position peaked at $1.9K in Q1 2026. 341 funds tracked by Wall St. Rank hold PSN as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Parsons position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 35 Parsons shares in Q2 2026, an estimated $1.9K.
  • Twin Peaks Wealth Advisors first reported a position in Parsons in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Parsons position peaked at $1.9K in Q1 2026.
  • 341 funds tracked by Wall St. Rank held Parsons as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.