Wolff Wiese Magana’s Parsons PSN Stock Holding History

Wolff Wiese Magana’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	$1.1K	Hold	21	–	–	﹤0.01%	908
2026 Q1	$1.14K	Hold	21	–	–	﹤0.01%	860
2025 Q4	$1.3K	Hold	21	–	–	﹤0.01%	815
2025 Q3	$1.74K	Hold	21	–	–	﹤0.01%	783
2025 Q2	$1.51K	Hold	21	–	–	﹤0.01%	772
2025 Q1	$1.24K	Hold	21	–	–	﹤0.01%	819
2024 Q4	$1.94K	Hold	21	–	–	﹤0.01%	709
2024 Q3	$2.18K	Buy	+21	New	+$1.88K	﹤0.01%	726

Other funds holding PSN

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Miller Global Investments Dallas, Texas $121M AUM

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return