CFGS
PSO icon

Concourse Financial Group Securities’s Pearson PSO Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-1,663
Closed -$26.4K – 1550
2024
Q4 		$26.4K Sell
1,663
-405
-20% -$6.04K ﹤0.01% 1462
2024
Q3 		$28.1K Sell
2,068
-171
-8% -$2.29K ﹤0.01% 1418
2024
Q2 		$27.9K Hold
2,239
– – ﹤0.01% 1416
2024
Q1 		$29.9K Hold
2,239
– – ﹤0.01% 1383
2023
Q4 		$27.5K Sell
2,239
-374
-14% -$4.35K ﹤0.01% 1380
2023
Q3 		$27.5K Sell
2,613
-245
-9% -$2.63K ﹤0.01% 1335
2023
Q2 		$30K Sell
2,858
-330
-10% -$3.4K ﹤0.01% 1287
2023
Q1 		$33.9K Sell
3,188
-584
-15% -$6.32K ﹤0.01% 1256
2022
Q4 		$42.5K Sell
3,772
-63
-2% -$692 ﹤0.01% 1150
2022
Q3 		$37K Sell
3,835
-383
-9% -$3.81K ﹤0.01% 1076
2022
Q2 		$39K Sell
4,218
-745
-15% -$7.19K ﹤0.01% 1187
2022
Q1 		$50K Buy
4,963
+4,851
+4,331% +$43.8K ﹤0.01% 1147
2021
Q4 		$1K Sell
112
-8,342
-99% -$71.7K ﹤0.01% 2317
2021
Q3 		$82K Sell
8,454
-425
-5% -$4.61K 0.01% 1087
2021
Q2 		$103K Sell
8,879
-3,792
-30% -$44.2K 0.01% 972
2021
Q1 		$138K Buy
12,671
+904
+8% +$9.4K 0.01% 805
2020
Q4 		$108K Buy
11,767
+3,128
+36% +$25.1K 0.01% 854
2020
Q3 		$61K Buy
8,639
+990
+13% +$7.13K 0.01% 981
2020
Q2 		$55K Buy
7,649
+2,797
+58% +$17.5K 0.01% 954
2020
Q1 		$34K Buy
4,852
+498
+11% +$3.63K ﹤0.01% 1041
2019
Q4 		$37K Buy
4,354
+1,718
+65% +$14.8K ﹤0.01% 1050
2019
Q3 		$24K Buy
2,636
+1,308
+98% +$13.6K 0.01% 905
2019
Q2 		$14K Buy
1,328
+1,080
+435% +$11.3K ﹤0.01% 1382
2019
Q1 		$2K Buy
+248
New +$2.89K ﹤0.01% 2051

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1M
13D Management New York $64.5M AUM 38.54% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return

Concourse Financial Group Securities's PSO Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Pearson (PSO) in Q1 2025, closing a stake of 1,663 shares — an estimated $26.4K sold.

Concourse Financial Group Securities first reported a position in PSO in Q1 2019 and held it in 24 quarters. The position peaked at $138K in Q1 2021. 177 funds tracked by Wall St. Rank hold PSO as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Pearson position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,663 Pearson shares in Q1 2025, an estimated $26.4K.
  • Concourse Financial Group Securities first reported a position in Pearson in Q1 2019 and held it in 24 quarters.
  • Concourse Financial Group Securities's Pearson position peaked at $138K in Q1 2021.
  • 177 funds tracked by Wall St. Rank held Pearson as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.