BP
PSO icon

Ballentine Partners’s Pearson PSO Stock Holding History

Ballentine Partners’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 		$426K Buy
26,819
+3,241
+14% +$47.9K 0.01% 626
2026
Q1 		$310K Sell
23,578
-5,988
-20% -$77.7K ﹤0.01% 724
2025
Q4 		$415K Sell
29,566
-7,550
-20% -$104K 0.01% 581
2025
Q3 		$526K Buy
37,116
+5,808
+19% +$83.6K 0.01% 488
2025
Q2 		$467K Sell
31,308
-4,927
-14% -$76.6K 0.01% 509
2025
Q1 		$580K Buy
36,235
+3,193
+10% +$52.4K 0.01% 404
2024
Q4 		$533K Buy
33,042
+3,990
+14% +$59.5K 0.01% 410
2024
Q3 		$394K Buy
29,052
+4,544
+19% +$60.9K 0.01% 493
2024
Q2 		$306K Buy
24,508
+43
+0.2% +$530 0.01% 555
2024
Q1 		$322K Buy
24,465
+3,871
+19% +$48.1K 0.01% 520
2023
Q4 		$253K Buy
20,594
+2,849
+16% +$33.1K 0.01% 557
2023
Q3 		$187K Buy
17,745
+1,086
+7% +$11.6K ﹤0.01% 552
2023
Q2 		$175K Buy
16,659
+2,432
+17% +$25.1K ﹤0.01% 560
2023
Q1 		$149K Sell
14,227
-881
-6% -$9.53K ﹤0.01% 536
2022
Q4 		$170K Buy
15,108
+766
+5% +$8.41K 0.01% 473
2022
Q3 		$137K Sell
14,342
-886
-6% -$8.82K ﹤0.01% 452
2022
Q2 		$141K Sell
15,228
-4,305
-22% -$41.5K 0.01% 413
2022
Q1 		$195K Buy
19,533
+3,231
+20% +$29.2K 0.01% 444
2021
Q4 		$137K Buy
16,302
+5,309
+48% +$45.6K ﹤0.01% 462
2021
Q3 		$107K Sell
10,993
-1,751
-14% -$19K ﹤0.01% 414
2021
Q2 		$148K Buy
+12,744
New +$149K 0.01% 410

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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Ballentine Partners's PSO Position: Q2 2026 in Review

Ballentine Partners increased its Pearson (PSO) stake by 14% in Q2 2026, buying an estimated $47.9K and bringing the position to 26,819 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #626.

Ballentine Partners first reported a position in PSO in Q2 2021 and has held it in 21 quarters since. The position peaked at $580K in Q1 2025. 26 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

  • Ballentine Partners held 26,819 shares of Pearson worth $426K as of Q2 2026.
  • Ballentine Partners bought 3,241 Pearson shares in Q2 2026, an estimated $47.9K.
  • Pearson made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #626 holding.
  • Ballentine Partners first reported a position in Pearson in Q2 2021 and has held it in 21 quarters since.
  • Ballentine Partners's Pearson position peaked at $580K in Q1 2025.
  • 26 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.