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Xponance’s Parsons PSN Stock Holding History

Xponance’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 		$411K Buy
7,590
+2,545
+50% +$163K ﹤0.01% 1096
2025
Q4 		$312K Sell
5,045
-1,010
-17% -$79K ﹤0.01% 1157
2025
Q3 		$502K Buy
6,055
+419
+7% +$32.4K ﹤0.01% 967
2025
Q2 		$404K Buy
5,636
+291
+5% +$19.2K ﹤0.01% 1031
2025
Q1 		$316K Buy
5,345
+91
+2% +$6.59K ﹤0.01% 1084
2024
Q4 		$485K Buy
5,254
+250
+5% +$25.5K ﹤0.01% 957
2024
Q3 		$519K Buy
+5,004
New +$449K 0.01% 927
2024
Q2 		– Sell
-2,508
Closed -$208K – 1357
2024
Q1 		$208K Buy
+2,508
New +$183K ﹤0.01% 1180

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Wellington Management Group
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Morgan Stanley
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VCM
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Swedbank
Swedbank Stockholm, Sweden $95.1B AUM 30.55% 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