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PSO icon

Allworth Financial’s Pearson PSO Stock Holding History

Allworth Financial’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
Q2 		$6.64K Sell
418
-1
-0.2% -$15 ﹤0.01% 3973
2026
Q1 		$5.5K Buy
419
+71
+20% +$922 ﹤0.01% 3904
2025
Q4 		$4.89K Sell
348
-126
-27% -$1.74K ﹤0.01% 3728
2025
Q3 		$6.71K Sell
474
-1,294
-73% -$18.6K ﹤0.01% 3376
2025
Q2 		$26.4K Buy
1,768
+48
+3% +$747 ﹤0.01% 2343
2025
Q1 		$27.3K Sell
1,720
-772
-31% -$12.7K ﹤0.01% 1889
2024
Q4 		$39.5K Buy
2,492
+154
+7% +$2.3K ﹤0.01% 1696
2024
Q3 		$31.7K Hold
2,338
– – ﹤0.01% 1619
2024
Q2 		$30.6K Buy
2,338
+212
+10% +$2.61K ﹤0.01% 1611
2024
Q1 		$28K Hold
2,126
– – ﹤0.01% 1579
2023
Q4 		$26.1K Buy
2,126
+63
+3% +$733 ﹤0.01% 1498
2023
Q3 		$21.7K Buy
2,063
+1,904
+1,197% +$20.4K ﹤0.01% 1464
2023
Q2 		$1.67K Sell
159
-67
-30% -$691 ﹤0.01% 2555
2023
Q1 		$2.36K Hold
226
– – ﹤0.01% 2341
2022
Q4 		$2.55K Buy
226
+65
+40% +$714 ﹤0.01% 2150
2022
Q3 		$2K Hold
161
– – ﹤0.01% 2201
2022
Q2 		$1K Buy
+161
New +$1.55K ﹤0.01% 2231
2021
Q1 		– Sell
-10
Closed – – 1600
2020
Q4 		$0 Buy
+10
New +$80 ﹤0.01% 1424
2016
Q2 		– Sell
-126
Closed -$2K – 669
2016
Q1 		$2K Hold
126
– – ﹤0.01% 537
2015
Q4 		$1K Hold
126
– – ﹤0.01% 596
2015
Q3 		$2K Hold
126
– – ﹤0.01% 542
2015
Q2 		$2K Hold
126
– – ﹤0.01% 535
2015
Q1 		$3K Buy
+126
New +$2.61K ﹤0.01% 503

Other funds holding PSO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Allworth Financial's PSO Position: Q2 2026 in Review

Allworth Financial reduced its Pearson (PSO) stake by 0.24% in Q2 2026, selling an estimated $15 and leaving 418 shares worth $6.64K. The position accounts for ﹤0.01% of the portfolio, ranked #3973.

Allworth Financial first reported a position in PSO in Q1 2015 and has held it in 23 quarters since. The position peaked at $39.5K in Q4 2024. 211 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

  • Allworth Financial held 418 shares of Pearson worth $6.64K as of Q2 2026.
  • Allworth Financial sold 1 Pearson share in Q2 2026, an estimated $15.
  • Pearson made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3973 holding.
  • Allworth Financial first reported a position in Pearson in Q1 2015 and has held it in 23 quarters since.
  • Allworth Financial's Pearson position peaked at $39.5K in Q4 2024.
  • 211 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.