AssetMark Inc
PSO icon

AssetMark Inc’s Pearson PSO Stock Holding History

AssetMark Inc’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 		$24.9K Buy
1,568
+388
+33% +$5.74K ﹤0.01% 2094
2026
Q1 		$15.5K Sell
1,180
-916
-44% -$11.9K ﹤0.01% 2150
2025
Q4 		$29.4K Buy
2,096
+43
+2% +$595 ﹤0.01% 1886
2025
Q3 		$29.1K Sell
2,053
-8,379
-80% -$121K ﹤0.01% 1817
2025
Q2 		$156K Buy
10,432
+4,230
+68% +$65.8K ﹤0.01% 1282
2025
Q1 		$99.3K Buy
6,202
+4,418
+248% +$72.6K ﹤0.01% 1282
2024
Q4 		$28.8K Sell
1,784
-102
-5% -$1.52K ﹤0.01% 1562
2024
Q3 		$25.6K Sell
1,886
-37
-2% -$496 ﹤0.01% 1443
2024
Q2 		$24K Buy
+1,923
New +$23.7K ﹤0.01% 1353
2018
Q1 		– Sell
-230
Closed -$2K – 1855
2017
Q4 		$2K Buy
230
+122
+113% +$1.12K ﹤0.01% 1471
2017
Q3 		$1K Buy
+108
New +$873 ﹤0.01% 1388
2017
Q1 		– Sell
-70
Closed -$1K – 1398
2016
Q4 		$1K Sell
70
-53,761
-100% -$521K ﹤0.01% 1204
2016
Q3 		$527K Sell
53,831
-7,445
-12% -$85.5K 0.01% 304
2016
Q2 		$796K Sell
61,276
-6,673
-10% -$79.6K 0.01% 279
2016
Q1 		$852K Buy
+67,949
New +$777K 0.01% 282

Other funds holding PSO

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AssetMark Inc's PSO Position: Q2 2026 in Review

AssetMark Inc increased its Pearson (PSO) stake by 33% in Q2 2026, buying an estimated $5.74K and bringing the position to 1,568 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2094.

AssetMark Inc first reported a position in PSO in Q1 2016 and has held it in 15 quarters since. The position peaked at $852K in Q1 2016. 60 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

  • AssetMark Inc held 1,568 shares of Pearson worth $24.9K as of Q2 2026.
  • AssetMark Inc bought 388 Pearson shares in Q2 2026, an estimated $5.74K.
  • Pearson made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2094 holding.
  • AssetMark Inc first reported a position in Pearson in Q1 2016 and has held it in 15 quarters since.
  • AssetMark Inc's Pearson position peaked at $852K in Q1 2016.
  • 60 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.