Blue Trust Inc
PSO icon

Blue Trust Inc’s Pearson PSO Stock Holding History

Blue Trust Inc’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 		$7.34K Sell
457
-3,412
-88% -$55.9K ﹤0.01% 1773
2026
Q2 		$61.5K Sell
3,869
-172
-4% -$2.54K ﹤0.01% 1262
2026
Q1 		$53.1K Sell
4,041
-352
-8% -$4.57K ﹤0.01% 1301
2025
Q4 		$61.7K Sell
4,393
-849
-16% -$11.7K ﹤0.01% 1272
2025
Q3 		$74.2K Buy
5,242
+129
+3% +$1.86K ﹤0.01% 1208
2025
Q2 		$76.3K Buy
5,113
+598
+13% +$9.3K ﹤0.01% 1168
2025
Q1 		$72.3K Buy
4,515
+449
+11% +$7.38K ﹤0.01% 1142
2024
Q4 		$65.5K Sell
4,066
-21,132
-84% -$315K ﹤0.01% 1121
2024
Q3 		$314K Buy
25,198
+19,109
+314% +$256K ﹤0.01% 651
2024
Q2 		$80.1K Buy
6,089
+5,676
+1,374% +$69.9K ﹤0.01% 1051
2024
Q1 		$5.44K Sell
413
-982
-70% -$12.2K ﹤0.01% 1622
2023
Q4 		$14K Sell
1,395
-692
-33% -$8.05K ﹤0.01% 1457
2023
Q3 		$22K Sell
2,087
-54
-3% -$579 ﹤0.01% 1147
2023
Q2 		$22K Sell
2,141
-666
-24% -$6.87K ﹤0.01% 1017
2023
Q1 		$32K Buy
2,807
+37
+1% +$400 ﹤0.01% 1201
2022
Q4 		$26K Buy
2,770
+2,728
+6,495% +$30K ﹤0.01% 1197
2022
Q3 		$0 Hold
42
– – ﹤0.01% 2272
2022
Q2 		$0 Buy
+42
New +$405 ﹤0.01% 1987

Other funds holding PSO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Ethic Inc
Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Archford Capital Strategies
Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return
Leuthold Group
Leuthold Group Minneapolis, Minnesota $1.07B AUM 35.83% 1-Year Est. Return
Hantz Financial Services
Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Blue Trust Inc's PSO Position: Q3 2026 in Review

Blue Trust Inc reduced its Pearson (PSO) stake by 88% in Q3 2026, selling an estimated $55.9K and leaving 457 shares worth $7.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1773.

Blue Trust Inc first reported a position in PSO in Q2 2022 and has held it in 18 quarters since. The position peaked at $314K in Q3 2024. 104 funds tracked by Wall St. Rank hold PSO as of Q3 2026.

  • Blue Trust Inc held 457 shares of Pearson worth $7.34K as of Q3 2026.
  • Blue Trust Inc sold 3,412 Pearson shares in Q3 2026, an estimated $55.9K.
  • Pearson made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1773 holding.
  • Blue Trust Inc first reported a position in Pearson in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's Pearson position peaked at $314K in Q3 2024.
  • 104 funds tracked by Wall St. Rank held Pearson as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.