Bank of Montreal’s Pearson PSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.67M | Sell |
168,254
-4,901
| -3% | -$72.5K | ﹤0.01% | 1614 |
|
|
2026
Q1 | $2.27M | Sell |
173,155
-47,564
| -22% | -$617K | ﹤0.01% | 1607 |
|
|
2025
Q4 | $3.1M | Buy |
220,719
+59,710
| +37% | +$826K | ﹤0.01% | 1497 |
|
|
2025
Q3 | $2.28M | Buy |
161,009
+150,376
| +1,414% | +$2.16M | ﹤0.01% | 1592 |
|
|
2025
Q2 | $159K | Buy |
+10,633
| New | +$165K | ﹤0.01% | 2872 |
|
|
2025
Q1 | – | Sell |
-280,851
| Closed | -$4.53M | – | 3686 |
|
|
2024
Q4 | $4.53M | Sell |
280,851
-125,001
| -31% | -$1.86M | ﹤0.01% | 1249 |
|
|
2024
Q3 | $5.54M | Buy |
405,852
+97,443
| +32% | +$1.31M | ﹤0.01% | 1268 |
|
|
2024
Q2 | $3.85M | Buy |
+308,409
| New | +$3.8M | ﹤0.01% | 1372 |
|
|
2023
Q2 | – | Sell |
-242,259
| Closed | -$2.53M | – | 4237 |
|
|
2023
Q1 | $2.53M | Sell |
242,259
-500
| -0.2% | -$5.41K | ﹤0.01% | 1580 |
|
|
2022
Q4 | $2.75M | Buy |
242,759
+220,723
| +1,002% | +$2.42M | ﹤0.01% | 1638 |
|
|
2022
Q3 | $228 | Buy |
22,036
+244
| +1% | +$2.43K | ﹤0.01% | 3124 |
|
|
2022
Q2 | $213 | Sell |
21,792
-1,283
| -6% | -$12.4K | ﹤0.01% | 3237 |
|
|
2022
Q1 | $237K | Buy |
23,075
+987
| +4% | +$8.91K | ﹤0.01% | 3353 |
|
|
2021
Q4 | $184K | Buy |
+22,088
| New | +$190K | ﹤0.01% | 2982 |
|
|
2021
Q2 | – | Sell |
-4,463
| Closed | -$49K | – | 4646 |
|
|
2021
Q1 | $49K | Buy |
4,463
+445
| +11% | +$4.63K | ﹤0.01% | 3715 |
|
|
2020
Q4 | $37K | Buy |
4,018
+1,720
| +75% | +$13.8K | ﹤0.01% | 4104 |
|
|
2020
Q3 | $17K | Buy |
2,298
+717
| +45% | +$5.17K | ﹤0.01% | 3905 |
|
|
2020
Q2 | $11K | Sell |
1,581
-2,560
| -62% | -$16K | ﹤0.01% | 4131 |
|
|
2020
Q1 | $27K | Sell |
4,141
-34,234
| -89% | -$249K | ﹤0.01% | 3134 |
|
|
2019
Q4 | $324K | Sell |
38,375
-10,671
| -22% | -$91.8K | ﹤0.01% | 2903 |
|
|
2019
Q3 | $444K | Buy |
49,046
+1,203
| +3% | +$12.5K | ﹤0.01% | 2475 |
|
|
2019
Q2 | $496K | Sell |
47,843
-18,138
| -27% | -$190K | ﹤0.01% | 2433 |
|
|
2019
Q1 | $725K | Sell |
65,981
-15,132
| -19% | -$177K | ﹤0.01% | 2146 |
|
|
2018
Q4 | $968K | Sell |
81,113
-8,640
| -10% | -$99.9K | ﹤0.01% | 1909 |
|
|
2018
Q3 | $1.03M | Buy |
89,753
+1,205
| +1% | +$14.1K | ﹤0.01% | 1983 |
|
|
2018
Q2 | $1.03M | Buy |
88,548
+8,295
| +10% | +$95.8K | ﹤0.01% | 1994 |
|
|
2018
Q1 | $845K | Buy |
80,253
+580
| +0.7% | +$5.77K | ﹤0.01% | 1997 |
|
|
2017
Q4 | $782K | Sell |
79,673
-51,008
| -39% | -$468K | ﹤0.01% | 2065 |
|
|
2017
Q3 | $1.06M | Sell |
130,681
-51,700
| -28% | -$418K | ﹤0.01% | 1945 |
|
|
2017
Q2 | $1.64M | Buy |
182,381
+102,092
| +127% | +$887K | ﹤0.01% | 1730 |
|
|
2017
Q1 | $681K | Buy |
80,289
+32,690
| +69% | +$273K | ﹤0.01% | 1989 |
|
|
2016
Q4 | $470K | Buy |
47,599
+1,547
| +3% | +$15K | ﹤0.01% | 2148 |
|
|
2016
Q3 | $451K | Sell |
46,052
-8,765
| -16% | -$101K | ﹤0.01% | 2122 |
|
|
2016
Q2 | $712K | Sell |
54,817
-2,635
| -5% | -$31.4K | ﹤0.01% | 1986 |
|
|
2016
Q1 | $720K | Buy |
57,452
+13,615
| +31% | +$156K | ﹤0.01% | 1892 |
|
|
2015
Q4 | $472K | Buy |
43,837
+40,199
| +1,105% | +$543K | ﹤0.01% | 2018 |
|
|
2015
Q3 | $63K | Buy |
3,638
+995
| +38% | +$18K | ﹤0.01% | 2834 |
|
|
2015
Q2 | $49K | Sell |
2,643
-4,056
| -61% | -$82.9K | ﹤0.01% | 3012 |
|
|
2015
Q1 | $146K | Buy |
6,699
+5,331
| +390% | +$110K | ﹤0.01% | 2479 |
|
|
2014
Q4 | $25K | Buy |
1,368
+1,218
| +812% | +$22.8K | ﹤0.01% | 3292 |
|
|
2014
Q3 | $3K | Hold |
150
| – | – | ﹤0.01% | 3867 |
|
|
2014
Q2 | $3K | Sell |
150
-169
| -53% | -$3.16K | ﹤0.01% | 4381 |
|
|
2014
Q1 | $6K | Buy |
319
+169
| +113% | +$3.16K | ﹤0.01% | 3773 |
|
|
2013
Q4 | $3K | Hold |
150
| – | – | ﹤0.01% | 3593 |
|
|
2013
Q3 | $3K | Hold |
150
| – | – | ﹤0.01% | 3644 |
|
|
2013
Q2 | $3K | Buy |
+150
| New | +$2.72K | ﹤0.01% | 3526 |
|
Other funds holding PSO
LP
QCM
Bank of Montreal's PSO Position: Q2 2026 in Review
Bank of Montreal reduced its Pearson (PSO) stake by 2.8% in Q2 2026, selling an estimated $72.5K and leaving 168,254 shares worth $2.67M. The position accounts for ﹤0.01% of the portfolio, ranked #1614.
Bank of Montreal first reported a position in PSO in Q2 2013 and has held it in 46 quarters since. The position peaked at $5.54M in Q3 2024. 203 funds tracked by Wall St. Rank hold PSO as of Q2 2026.
- Bank of Montreal held 168,254 shares of Pearson worth $2.67M as of Q2 2026.
- Bank of Montreal sold 4,901 Pearson shares in Q2 2026, an estimated $72.5K.
- Pearson made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1614 holding.
- Bank of Montreal first reported a position in Pearson in Q2 2013 and has held it in 46 quarters since.
- Bank of Montreal's Pearson position peaked at $5.54M in Q3 2024.
- 203 funds tracked by Wall St. Rank held Pearson as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.