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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
Q2 		$8.58K Hold
540
– – ﹤0.01% 764
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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Bell Investment Advisors's PSO Position: Q2 2026 in Review

Bell Investment Advisors held its Pearson (PSO) position steady in Q2 2026 at 540 shares worth $8.58K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Bell Investment Advisors first reported a position in PSO in Q3 2021 and has held it in 19 quarters since. The position peaked at $9.14K in Q4 2024. 211 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

  • Bell Investment Advisors held 540 shares of Pearson worth $8.58K as of Q2 2026.
  • Bell Investment Advisors left its Pearson share count unchanged in Q2 2026.
  • Pearson made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #764 holding.
  • Bell Investment Advisors first reported a position in Pearson in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Pearson position peaked at $9.14K in Q4 2024.
  • 211 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.