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Caprock Group’s Pearson PSO Stock Holding History

Caprock Group’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 		$274K Buy
17,234
+2,202
+15% +$32.6K 0.01% 1065
2026
Q1 		$201K Buy
+15,032
New +$195K ﹤0.01% 1049
2025
Q1 		– Sell
-10,397
Closed -$168K – 1156
2024
Q4 		$168K Sell
10,397
-367
-3% -$5.47K 0.01% 949
2024
Q3 		$146K Buy
+10,764
New +$144K 0.01% 862

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

Caprock Group's PSO Position: Q2 2026 in Review

Caprock Group increased its Pearson (PSO) stake by 15% in Q2 2026, buying an estimated $32.6K and bringing the position to 17,234 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #1065.

Caprock Group first reported a position in PSO in Q3 2024 and has held it in 4 quarters since. 212 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

  • Caprock Group held 17,234 shares of Pearson worth $274K as of Q2 2026.
  • Caprock Group bought 2,202 Pearson shares in Q2 2026, an estimated $32.6K.
  • Pearson made up 0.01% of Caprock Group's portfolio in Q2 2026, its #1065 holding.
  • Caprock Group first reported a position in Pearson in Q3 2024 and has held it in 4 quarters since.
  • 212 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.