ECM
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Evergreen Capital Management’s Pearson PSO Stock Holding History

Evergreen Capital Management’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 		$478K Buy
30,087
+2,096
+7% +$31K 0.01% 929
2026
Q1 		$374K Buy
27,991
+2,220
+9% +$28.8K 0.01% 978
2025
Q4 		$362K Sell
25,771
-249
-1% -$3.44K 0.01% 929
2025
Q3 		$368K Buy
26,020
+6,035
+30% +$86.8K 0.01% 827
2025
Q2 		$298K Buy
19,985
+285
+1% +$4.43K 0.01% 809
2025
Q1 		$320K Buy
19,700
+816
+4% +$13.4K 0.01% 711
2024
Q4 		$304K Buy
18,884
+1,772
+10% +$26.4K 0.01% 728
2024
Q3 		$232K Buy
17,112
+608
+4% +$8.15K 0.01% 852
2024
Q2 		$206K Sell
16,504
-929
-5% -$11.4K 0.01% 859
2024
Q1 		$233K Buy
17,433
+753
+5% +$9.36K 0.01% 730
2023
Q4 		$205K Sell
16,680
-235
-1% -$2.73K 0.01% 764
2023
Q3 		$178K Buy
16,915
+564
+3% +$6.04K 0.01% 722
2023
Q2 		$171K Buy
16,351
+1,365
+9% +$14.1K 0.01% 746
2023
Q1 		$158K Sell
14,986
-1,404
-9% -$15.2K 0.01% 672
2022
Q4 		$185K Buy
16,390
+1,697
+12% +$18.6K 0.01% 627
2022
Q3 		$140K Buy
14,693
+1,132
+8% +$11.3K 0.01% 586
2022
Q2 		$125K Sell
13,561
-924
-6% -$8.92K 0.01% 543
2022
Q1 		$144K Sell
14,485
-1,404
-9% -$12.7K 0.01% 638
2021
Q4 		$133K Buy
15,889
+5,435
+52% +$46.7K 0.01% 610
2021
Q3 		$101K Buy
10,454
+120
+1% +$1.3K ﹤0.01% 569
2021
Q2 		$120K Buy
+10,334
New +$121K 0.01% 518

Other funds holding PSO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Evergreen Capital Management's PSO Position: Q2 2026 in Review

Evergreen Capital Management increased its Pearson (PSO) stake by 7.5% in Q2 2026, buying an estimated $31K and bringing the position to 30,087 shares worth $478K. The position accounts for 0.01% of the portfolio, ranked #929.

Evergreen Capital Management first reported a position in PSO in Q2 2021 and has held it in 21 quarters since. 212 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

  • Evergreen Capital Management held 30,087 shares of Pearson worth $478K as of Q2 2026.
  • Evergreen Capital Management bought 2,096 Pearson shares in Q2 2026, an estimated $31K.
  • Pearson made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #929 holding.
  • Evergreen Capital Management first reported a position in Pearson in Q2 2021 and has held it in 21 quarters since.
  • 212 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.