Crane Advisory’s Pearson PSO Stock Holding History

Crane Advisory’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	$231K	Hold	13,705	–	–	0.03%	49
2026 Q1	$200K	Hold	13,705	–	–	0.03%	51
2025 Q4	$197K	Hold	13,705	–	–	0.03%	52
2025 Q3	$190K	Hold	13,705	–	–	0.03%	49
2025 Q2	$197K	Hold	13,705	–	–	0.03%	46
2025 Q1	$214K	Hold	13,705	–	–	0.04%	41
2024 Q4	$219K	Hold	13,705	–	–	0.04%	42
2024 Q3	$183K	Hold	13,705	–	–	0.03%	43
2024 Q2	$176K	Hold	13,705	–	–	0.03%	41
2024 Q1	$174K	Hold	13,705	–	–	0.04%	41
2023 Q4	$170K	Buy	+13,705	New	+$159K	0.04%	38

Other funds holding PSO

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Crane Advisory's PSO Position: Q2 2026 in Review

Crane Advisory held its Pearson (PSO) position steady in Q2 2026 at 13,705 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #49.

Crane Advisory first reported a position in PSO in Q4 2023 and has held it in 11 quarters since. 26 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

Crane Advisory held 13,705 shares of Pearson worth $231K as of Q2 2026.
Crane Advisory left its Pearson share count unchanged in Q2 2026.
Pearson made up 0.03% of Crane Advisory's portfolio in Q2 2026, its #49 holding.
Crane Advisory first reported a position in Pearson in Q4 2023 and has held it in 11 quarters since.
26 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on Crane Advisory's 13F filing for Q2 2026, filed 20 Jul 2026.