Position in PSN
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$576,152
-$73,798 QoQ
Shares Held
10,636
+1.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 99.6615268898082.ToString("F0")%
Shared 0.ToString("F0")%
None 0.33847311019180143.ToString("F0")%
Common Shares in PSN Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026EP Wealth Advisors, LLC holds $52,116,655 across 13 Information Technology Services names. PSN ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BR |
Broadridge Financial Solutions, Inc.
|
111,921 | $18,184,924 | |
| 2 | ACN |
Accenture plc
|
79,265 | $15,717,456 | |
| 3 | IBM |
International Business Machines Corp
|
51,382 | $12,454,482 | |
| 4 | LDOS |
Leidos Holdings, Inc.
|
16,830 | $2,617,401 | |
| 5 | G |
Genpact LTD
|
16,880 | $628,780 | |
| 6 | PSN |
Parsons Corp
This page
|
10,636 | $576,152 | |
| 7 | CDW |
CDW Corp
|
4,129 | $499,691 | |
| 8 | CTSH |
Cognizant Technology Solutions Corp
|
7,514 | $460,983 |
All Filings in PSN
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $576,152 | 10,636 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $649,950 | 10,517 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,050,282 | 14,634 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $416,542 | 7,035 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $674,716 | 7,314 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $762,359 | 7,353 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $579,378 | 7,082 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $986,690 | 11,895 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $742,110 | 11,834 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $914,927 | 16,834 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $935,937 | 19,442 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $367,807 | 8,221 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $1,589,288 | 34,363 | Shares | Sole | 2023-06-12 | |
| No filing history on record for this holder in this stock. | ||||||