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Essential Partners’s Pearson PSO Stock Holding History

Essential Partners’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
Q3 		$1.4K Hold
87
– – ﹤0.01% 2057
2026
Q2 		$1.38K Hold
87
– – ﹤0.01% 2108
2026
Q1 		$1.14K Buy
+87
New +$1.13K ﹤0.01% 2199
2025
Q4 		– Sell
-143
Closed -$2.02K – 2887
2025
Q3 		$2.02K Buy
+143
New +$2.06K ﹤0.01% 1786

Other funds holding PSO

AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's PSO Position: Q3 2026 in Review

Essential Partners held its Pearson (PSO) position steady in Q3 2026 at 87 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2057.

Essential Partners first reported a position in PSO in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.02K in Q3 2025. 14 funds tracked by Wall St. Rank hold PSO as of Q3 2026.

  • Essential Partners held 87 shares of Pearson worth $1.4K as of Q3 2026.
  • Essential Partners left its Pearson share count unchanged in Q3 2026.
  • Pearson made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2057 holding.
  • Essential Partners first reported a position in Pearson in Q3 2025 and has held it in 4 quarters since.
  • Essential Partners's Pearson position peaked at $2.02K in Q3 2025.
  • 14 funds tracked by Wall St. Rank held Pearson as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.