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Bell Investment Advisors’s Pearson PSO Stock Holding History

Bell Investment Advisors’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
Q1 		$7.09K Buy
540
+37
+7% +$480 ﹤0.01% 816
2025
Q4 		$7.06K Buy
503
+39
+8% +$539 ﹤0.01% 836
2025
Q3 		$6.57K Sell
464
-56
-11% -$806 ﹤0.01% 804
2025
Q2 		$7.76K Hold
520
– – ﹤0.01% 780
2025
Q1 		$8.33K Sell
520
-47
-8% -$772 ﹤0.01% 678
2024
Q4 		$9.14K Buy
567
+180
+47% +$2.68K ﹤0.01% 637
2024
Q3 		$5.25K Hold
387
– – ﹤0.01% 909
2024
Q2 		$4.83K Hold
387
– – ﹤0.01% 935
2024
Q1 		$5.09K Sell
387
-41
-10% -$509 ﹤0.01% 909
2023
Q4 		$5.26K Buy
428
+63
+17% +$733 ﹤0.01% 853
2023
Q3 		$3.85K Sell
365
-31
-8% -$332 ﹤0.01% 945
2023
Q2 		$4.15K Sell
396
-106
-21% -$1.09K ﹤0.01% 915
2023
Q1 		$5.25K Buy
502
+49
+11% +$530 ﹤0.01% 758
2022
Q4 		$5.11K Hold
453
– – ﹤0.01% 798
2022
Q3 		$4K Sell
453
-2
-0.4% -$20 ﹤0.01% 826
2022
Q2 		$4K Buy
+455
New +$4.39K ﹤0.01% 836
2021
Q4 		$2K Buy
276
+189
+217% +$1.62K ﹤0.01% 1208
2021
Q3 		$1K Buy
+87
New +$944 ﹤0.01% 1526

Other funds holding PSO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Bell Investment Advisors's PSO Position: Q1 2026 in Review

Bell Investment Advisors increased its Pearson (PSO) stake by 7.4% in Q1 2026, buying an estimated $480 and bringing the position to 540 shares worth $7.09K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Bell Investment Advisors first reported a position in PSO in Q3 2021 and has held it in 18 quarters since. The position peaked at $9.14K in Q4 2024. 199 funds tracked by Wall St. Rank hold PSO as of Q1 2026.

  • Bell Investment Advisors held 540 shares of Pearson worth $7.09K as of Q1 2026.
  • Bell Investment Advisors bought 37 Pearson shares in Q1 2026, an estimated $480.
  • Pearson made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #816 holding.
  • Bell Investment Advisors first reported a position in Pearson in Q3 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's Pearson position peaked at $9.14K in Q4 2024.
  • 199 funds tracked by Wall St. Rank held Pearson as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.