Ballentine Partners
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
Q3 		$428K Sell
26,682
-137
-0.5% -$2.24K 0.01% 660
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% 494
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% -$9.5K ﹤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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 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

Ballentine Partners's PSO Position: Q3 2026 in Review

Ballentine Partners reduced its Pearson (PSO) stake by 0.51% in Q3 2026, selling an estimated $2.24K and leaving 26,682 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #660.

Ballentine Partners first reported a position in PSO in Q2 2021 and has held it in 22 quarters since. The position peaked at $580K in Q1 2025. 180 funds tracked by Wall St. Rank hold PSO as of Q3 2026.

  • Ballentine Partners held 26,682 shares of Pearson worth $428K as of Q3 2026.
  • Ballentine Partners sold 137 Pearson shares in Q3 2026, an estimated $2.24K.
  • Pearson made up 0.01% of Ballentine Partners's portfolio in Q3 2026, its #660 holding.
  • Ballentine Partners first reported a position in Pearson in Q2 2021 and has held it in 22 quarters since.
  • Ballentine Partners's Pearson position peaked at $580K in Q1 2025.
  • 180 funds tracked by Wall St. Rank held Pearson as of Q3 2026.

Based on Ballentine Partners's 13F filing for Q3 2026, filed 13 Nov 2026.