SPL
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Superior Planning, LLC’s Pearson PSO Stock Holding History

Superior Planning, LLC’s Portfolio PSO Stock Details PSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$24.2K Buy
+1,508
New +$24.7K 0.01% 622

Other funds holding PSO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Renaissance Group
Renaissance Group Covington, Kentucky $2.31B AUM 22.44% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Superior Planning, LLC's PSO Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Pearson (PSO) in Q3 2026: 1,508 shares worth $24.2K. The stake represents 0.01% of the portfolio and ranks #622 among its holdings.

149 funds tracked by Wall St. Rank hold PSO as of Q3 2026.

  • Superior Planning, LLC held 1,508 shares of Pearson worth $24.2K as of Q3 2026.
  • Pearson was a new Superior Planning, LLC position in Q3 2026.
  • Pearson made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #622 holding.
  • 149 funds tracked by Wall St. Rank held Pearson as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.