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Brinker Capital Investments’s Pearson PSO Stock Holding History

Brinker Capital Investments’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 		$689K Buy
43,329
+5,102
+13% +$75.4K 0.01% 1344
2026
Q1 		$502K Buy
38,227
+12,091
+46% +$157K ﹤0.01% 1456
2025
Q4 		$367K Sell
26,136
-6,929
-21% -$95.8K ﹤0.01% 1715
2025
Q3 		$468K Buy
33,065
+423
+1% +$6.09K ﹤0.01% 1575
2025
Q2 		$487K Sell
32,642
-14,970
-31% -$233K ﹤0.01% 1514
2025
Q1 		$762K Sell
47,612
-9,377
-16% -$154K 0.01% 1213
2024
Q4 		$919K Buy
56,989
+9,394
+20% +$140K 0.01% 1100
2024
Q3 		$646K Buy
47,595
+16,049
+51% +$215K 0.01% 1234
2024
Q2 		$394K Sell
31,546
-3,291
-9% -$40.5K ﹤0.01% 1359
2024
Q1 		$458K Buy
34,837
+1,671
+5% +$20.8K ﹤0.01% 1296
2023
Q4 		$415K Sell
33,166
-2,200
-6% -$25.6K ﹤0.01% 1283
2023
Q3 		$373K Sell
35,366
-1,442
-4% -$15.4K ﹤0.01% 1304
2023
Q2 		$386K Buy
36,808
+870
+2% +$8.97K ﹤0.01% 1309
2023
Q1 		$376K Sell
35,938
-82,556
-70% -$893K ﹤0.01% 1264
2022
Q4 		$1.34M Sell
118,494
-53,015
-31% -$582K 0.03% 628
2022
Q3 		$1.64M Buy
171,509
+13,170
+8% +$131K 0.03% 524
2022
Q2 		$1.46M Buy
158,339
+1,915
+1% +$18.5K 0.03% 604
2022
Q1 		$1.56M Buy
156,424
+14,804
+10% +$134K 0.02% 632
2021
Q4 		$1.19M Buy
+141,620
New +$1.22M 0.02% 749

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

Brinker Capital Investments's PSO Position: Q2 2026 in Review

Brinker Capital Investments increased its Pearson (PSO) stake by 13% in Q2 2026, buying an estimated $75.4K and bringing the position to 43,329 shares worth $689K. The position accounts for 0.01% of the portfolio, ranked #1344.

Brinker Capital Investments first reported a position in PSO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.64M in Q3 2022. 211 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

  • Brinker Capital Investments held 43,329 shares of Pearson worth $689K as of Q2 2026.
  • Brinker Capital Investments bought 5,102 Pearson shares in Q2 2026, an estimated $75.4K.
  • Pearson made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1344 holding.
  • Brinker Capital Investments first reported a position in Pearson in Q4 2021 and has held it in 19 quarters since.
  • Brinker Capital Investments's Pearson position peaked at $1.64M in Q3 2022.
  • 211 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.