This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PSN/capital-change-brief"
Use Arkolith's capital_change_brief for PSN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Newport Trust Company, LLC | $2.7B | 50.1M | ▲+0.7% Added · +343K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $287.9M | 5.3M | ▲+9.2% Added · +449K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $138.9M | 2.6M | ▼−10.0% Reduced · −284K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $130.1M | 2.4M | ▲New +2.4M sh | Q1 2026 | |
| 5 | Swedbank AB | $129.3M | 2.4M | ▲+127% Added · +1.3M sh | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $122.2M | 2.3M | ▲New +2.3M sh | Q1 2026 | |
| 7 | STATE STREET CORP | $111.9M | 2.1M | ▲+2.4% Added · +48K sh | Q1 2026 | |
| 8 | DIMENSIONAL FUND ADVISORS LP | $102.5M | 1.9M | ▲+10% Added · +179K sh | Q1 2026 | |
| 9 | EARNEST PARTNERS LLC | $96.4M | 1.8M | ▼−2.6% Reduced · −48K sh | Q1 2026 | |
| 10 | Channing Capital Management, LLC | $87.4M | 1.6M | ▲+8.7% Added · +129K sh | Q1 2026 | |
| 11 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $80.6M | 1.5M | ▼−4.5% Reduced · −70K sh | Q1 2026 | |
| 12 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $80.3M | 1.5M | ▲+45% Added · +463K sh | Q1 2026 | |
| 13 | PRIMECAP MANAGEMENT CO/CA/ | $55.3M | 1.0M | ▲+57% Added · +370K sh | Q1 2026 | |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | $54.8M | 1.0M | ▲+6.9% Added · +65K sh | Q1 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $54.5M | 1.0M | ▲+11% Added · +103K sh | Q1 2026 | |
| 16 | FMR LLC | $53.6M | 989K | ▼−57% Reduced · −1.3M sh | Q1 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $47.1M | 870K | ▲+57% Added · +315K sh | Q1 2026 | |
| 18 | UBS Group AG | $44.9M | 829K | ▲+23% Added · +153K sh | Q1 2026 | |
| 19 | T. Rowe Price Investment Management, Inc. | Withheld | 794K | ▼−65% Reduced · −1.5M sh | Q1 2026 | |
| 20 | PRINCIPAL FINANCIAL GROUP INC | $38.7M | 714K | ▼−2.0% Reduced · −15K sh | Q1 2026 | |
| 21 | BROWN ADVISORY INC | $38.0M | 702K | ▼−16% Reduced · −131K sh | Q1 2026 | |
| 22 | AMERIPRISE FINANCIAL INC | $34.0M | 627K | ▼−24% Reduced · −196K sh | Q1 2026 | |
| 23 | Nuveen, LLC | $32.8M | 605K | ▲+63% Added · +234K sh | Q1 2026 | |
| 24 | Clearline Capital LP | $29.5M | 544K | ▲+32% Added · +131K sh | Q1 2026 | |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $27.6M | 510K | ▲+9.1% Added · +42K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 1, 2026 | LEER STEVEN F | Director | Grant (A) | 837 | $0 |
| Jul 1, 2026 | WAJSGRAS DAVID C | Director | Grant (A) | 604 | $0 |
| May 13, 2026 | Ball George L. | Director | Buy (P) | 10K | $500K |
| May 12, 2026 | Holdsworth Mark Keith | Director | Buy (P) | 3K | $165K |
| May 12, 2026 | Holdsworth Mark Keith | Director | Buy (P) | 7K | $348K |
| May 11, 2026 | McMahon Harry T. | Director | Buy (P) | 10K | $491K |
| May 8, 2026 | Smith Carey A. | President & CEO, Director | Buy (P) | 12K | $599K |
| May 8, 2026 | Smith Carey A. | President & CEO, Director | Buy (P) | 500 | $25K |
| Apr 14, 2026 | Ball George L. | Director | Grant (A) | 3K | $0 |
| Apr 14, 2026 | LEER STEVEN F | Director | Grant (A) | 3K | $0 |
| Apr 14, 2026 | Lord Ellen M. | Director | Grant (A) | 3K | $0 |
| Apr 14, 2026 | Long Letitia A | Director | Grant (A) | 3K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 109 funds | $47.5B |
| BROADCOM INCAVGO | 109 funds | $25.5B |
| META PLATFORMS INC-CLASS AMETA | 109 funds | $21.8B |
| CHEVRON CORPCVX | 109 funds | $6.0B |
| NVIDIA CORPNVDA | 108 funds | $71.3B |
| AMAZON.COM INCAMZN | 108 funds | $38.3B |
| ALPHABET INC-CL AGOOGL | 107 funds | $31.2B |
| ELI LILLY & COLLY | 107 funds | $11.8B |
| VISA INC-CLASS A SHARESV | 107 funds | $9.9B |
| MASTERCARD INC - AMA | 107 funds | $8.8B |
| APPLIED MATERIALS INCAMAT | 107 funds | $6.5B |
| ALPHABET INC-CL CGOOG | 106 funds | $21.4B |
Ranked by how many of PSN's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PSN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.