Crossmark Global Holdings’s Pearson PSO Stock Holding History

Crossmark Global Holdings’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	$2.21M	Sell	139,170 -140	-0.1%	-$2.07K	0.03%	430
2026 Q1	$1.83M	Sell	139,310 -1,652	-1%	-$21.4K	0.03%	454
2025 Q4	$1.98M	Sell	140,962 -14,818	-10%	-$205K	0.03%	433
2025 Q3	$2.21M	Buy	155,780 +9	+0%	+$130	0.03%	418
2025 Q2	$2.33M	Buy	155,771 +1,062	+0.7%	+$16.5K	0.04%	392
2025 Q1	$2.48M	Buy	154,709 +249	+0.2%	+$4.09K	0.04%	369
2024 Q4	$2.49M	Buy	154,460 +1,122	+0.7%	+$16.7K	0.05%	345
2024 Q3	$2.08M	Buy	153,338 +58,136	+61%	+$780K	0.04%	403
2024 Q2	$1.19M	Buy	95,202 +5,886	+7%	+$72.5K	0.02%	539
2024 Q1	$1.18M	Buy	89,316 +5,978	+7%	+$74.3K	0.02%	562
2023 Q4	$1.02M	Buy	83,338 +8,333	+11%	+$96.9K	0.02%	591
2023 Q3	$821K	Sell	75,005 -180	-0.2%	-$1.93K	0.02%	630
2023 Q2	$835K	Sell	75,185 -1,828	-2%	-$18.9K	0.02%	648
2023 Q1	$805K	Buy	77,013 +4,104	+6%	+$44.4K	0.02%	641
2022 Q4	$822K	Sell	72,909 -3,753	-5%	-$41.2K	0.02%	613
2022 Q3	$732K	Sell	76,662 -1,227	-2%	-$12.2K	0.02%	636
2022 Q2	$718K	Sell	77,889 -264	-0.3%	-$2.55K	0.02%	671
2022 Q1	$779K	Buy	78,153 +3,130	+4%	+$28.3K	0.02%	715
2021 Q4	$630K	Sell	75,023 -28,343	-27%	-$243K	0.01%	802
2021 Q3	$1M	Sell	103,366 -850,771	-89%	-$9.23M	0.02%	615
2021 Q2	$11.1M	Buy	954,137 +877,974	+1,153%	+$10.2M	0.26%	99
2021 Q1	$814K	Buy	76,163 +74	+0.1%	+$769	0.02%	671
2020 Q4	$698K	Buy	76,089 +1,913	+3%	+$15.3K	0.02%	705
2020 Q3	$527K	Sell	74,176 -4,853	-6%	-$35K	0.01%	746
2020 Q2	$571K	Buy	79,029 +1,753	+2%	+$10.9K	0.02%	704
2020 Q1	$532K	Buy	77,276 +3,565	+5%	+$26K	0.02%	631
2019 Q4	$621K	Sell	73,711 -303	-0.4%	-$2.6K	0.02%	709
2019 Q3	$669K	Sell	74,014 -9,016	-11%	-$93.4K	0.02%	669
2019 Q2	$860K	Sell	83,030 -1,171	-1%	-$12.3K	0.02%	592
2019 Q1	$925K	Sell	84,201 -1,662	-2%	-$19.4K	0.03%	567
2018 Q4	$1.02M	Sell	85,863 -1,617	-2%	-$18.7K	0.03%	525
2018 Q3	$1.01M	Buy	87,480 +8,514	+11%	+$99.7K	0.03%	605
2018 Q2	$916K	Sell	78,966 -20,668	-21%	-$239K	0.02%	631
2018 Q1	$1.05M	Sell	99,634 -11,556	-10%	-$115K	0.03%	595
2017 Q4	$1.09M	Buy	111,190 +3,086	+3%	+$28.3K	0.03%	613
2017 Q3	$880K	Buy	+108,104	New	+$874K	0.02%	659
2016 Q3	$880K	Buy	+108,104	New	+$1.24M	0.02%	659

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

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Crossmark Global Holdings's PSO Position: Q2 2026 in Review

Crossmark Global Holdings reduced its Pearson (PSO) stake by 0.1% in Q2 2026, selling an estimated $2.07K and leaving 139,170 shares worth $2.21M. The position accounts for 0.03% of the portfolio, ranked #430.

Crossmark Global Holdings first reported a position in PSO in Q3 2016 and has held it in 37 quarters since. The position peaked at $11.1M in Q2 2021. 26 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

Crossmark Global Holdings held 139,170 shares of Pearson worth $2.21M as of Q2 2026.
Crossmark Global Holdings sold 140 Pearson shares in Q2 2026, an estimated $2.07K.
Pearson made up 0.03% of Crossmark Global Holdings's portfolio in Q2 2026, its #430 holding.
Crossmark Global Holdings first reported a position in Pearson in Q3 2016 and has held it in 37 quarters since.
Crossmark Global Holdings's Pearson position peaked at $11.1M in Q2 2021.
26 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.