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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
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 $1.66T 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

Caprock Group's PSO Position: Q1 2026 in Review

Caprock Group opened a new position in Pearson (PSO) in Q1 2026: 15,032 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #1049 among its holdings. This is a return to the name: Caprock Group previously reported a position in PSO as recently as Q4 2024.

Caprock Group first reported a position in PSO in Q3 2024 and has held it in 3 quarters since. 199 funds tracked by Wall St. Rank hold PSO as of Q1 2026.

  • Caprock Group held 15,032 shares of Pearson worth $201K as of Q1 2026.
  • Pearson was a new Caprock Group position in Q1 2026.
  • Pearson made up ﹤0.01% of Caprock Group's portfolio in Q1 2026, its #1049 holding.
  • Caprock Group first reported a position in Pearson in Q3 2024 and has held it in 3 quarters since.
  • 199 funds tracked by Wall St. Rank held Pearson as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.