Y-Intercept (HK)’s Parsons PSN Stock Holding History

Y-Intercept (HK)’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	-85,554	Closed	-$4.63M	–	2073
2026 Q1	$4.63M	Buy	+85,554	New	+$5.46M	0.09%	344
2025 Q2	–	Sell	-16,053	Closed	-$950K	–	1941
2025 Q1	$950K	Buy	16,053 +13,658	+570%	+$989K	0.06%	423
2024 Q4	$221K	Buy	+2,395	New	+$244K	0.01%	1021
2024 Q3	–	Sell	-6,324	Closed	-$517K	–	1710
2024 Q2	$517K	Buy	+6,324	New	+$496K	0.03%	791
2023 Q3	–	Sell	-6,754	Closed	-$325K	–	1483
2023 Q2	$325K	Buy	+6,754	New	+$308K	0.03%	737
2023 Q1	–	Sell	-4,969	Closed	-$230K	–	1466
2022 Q4	$230K	Buy	+4,969	New	+$229K	0.03%	770

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