Farther Finance Advisors
PSO icon

Farther Finance Advisors’s Pearson PSO Stock Holding History

Farther Finance Advisors’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 		$112K Buy
6,982
+564
+9% +$9.24K ﹤0.01% 2770
2026
Q2 		$102K Buy
6,418
+2,520
+65% +$37.3K ﹤0.01% 2691
2026
Q1 		$51.2K Buy
3,898
+951
+32% +$12.3K ﹤0.01% 2982
2025
Q4 		$41.4K Buy
2,947
+1,036
+54% +$14.3K ﹤0.01% 2941
2025
Q3 		$27.1K Buy
1,911
+560
+41% +$8.06K ﹤0.01% 2839
2025
Q2 		$20.2K Sell
1,351
-405
-23% -$6.3K ﹤0.01% 2668
2025
Q1 		$28.3K Hold
1,756
– – ﹤0.01% 2191
2024
Q4 		$28.3K Buy
1,756
+290
+20% +$4.32K ﹤0.01% 1928
2024
Q3 		$19.9K Buy
1,466
+341
+30% +$4.57K ﹤0.01% 2078
2024
Q2 		$13.9K Buy
1,125
+738
+191% +$9.09K ﹤0.01% 1928
2024
Q1 		$5.04K Hold
387
– – ﹤0.01% 2065
2023
Q4 		$4.76K Buy
387
+353
+1,038% +$4.11K ﹤0.01% 1992
2023
Q3 		$358 Hold
34
– – ﹤0.01% 2344
2023
Q2 		$356 Hold
34
– – ﹤0.01% 2241
2023
Q1 		$355 Hold
34
– – ﹤0.01% 2091
2022
Q4 		$383 Buy
+34
New +$373 ﹤0.01% 1884

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
Mather Group
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
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 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
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Farther Finance Advisors's PSO Position: Q3 2026 in Review

Farther Finance Advisors increased its Pearson (PSO) stake by 8.8% in Q3 2026, buying an estimated $9.24K and bringing the position to 6,982 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #2770.

Farther Finance Advisors first reported a position in PSO in Q4 2022 and has held it in 16 quarters since. 14 funds tracked by Wall St. Rank hold PSO as of Q3 2026.

  • Farther Finance Advisors held 6,982 shares of Pearson worth $112K as of Q3 2026.
  • Farther Finance Advisors bought 564 Pearson shares in Q3 2026, an estimated $9.24K.
  • Pearson made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2770 holding.
  • Farther Finance Advisors first reported a position in Pearson in Q4 2022 and has held it in 16 quarters since.
  • 14 funds tracked by Wall St. Rank held Pearson as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.