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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

LMR Partners London, United Kingdom $10.9B AUM 60.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Optiver Holding

Optiver Holding Amsterdam, Netherlands $2.64B AUM 33.63% 1-Year Est. Return