First Affirmative Financial Network’s Pearson PSO Stock Holding History

First Affirmative Financial Network’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	$209K	Buy	+15,901	New	+$206K	0.08%	293
2025 Q3	$225K	Sell	15,899 -834	-5%	-$12K	0.11%	247
2025 Q2	$250K	Buy	16,733 +1,604	+11%	+$24.9K	0.13%	211
2025 Q1	$242K	Buy	15,129 +127	+0.8%	+$2.09K	0.15%	192
2024 Q4	$242K	Sell	15,002 -1,747	-10%	-$26K	0.14%	204
2024 Q3	$227K	Sell	16,749 -1,606	-9%	-$21.5K	0.12%	228
2024 Q2	$229K	Buy	18,355 +2,314	+14%	+$28.5K	0.16%	202
2024 Q1	$211K	Sell	16,041 -478	-3%	-$5.94K	0.16%	210
2023 Q4	$203K	Buy	16,519 +1,328	+9%	+$15.4K	0.16%	210
2023 Q3	$160K	Buy	15,191 +4,798	+46%	+$51.4K	0.16%	190
2023 Q2	$109K	Buy	+10,393	New	+$107K	0.11%	181

Other funds holding PSO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

First Affirmative Financial Network's PSO Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Pearson (PSO) in Q1 2026: 15,901 shares worth $209K. The stake represents 0.08% of the portfolio and ranks #293 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in PSO as recently as Q3 2025.

First Affirmative Financial Network first reported a position in PSO in Q2 2023 and has held it in 11 quarters since. The position peaked at $250K in Q2 2025. 199 funds tracked by Wall St. Rank hold PSO as of Q1 2026.

First Affirmative Financial Network held 15,901 shares of Pearson worth $209K as of Q1 2026.
Pearson was a new First Affirmative Financial Network position in Q1 2026.
Pearson made up 0.08% of First Affirmative Financial Network's portfolio in Q1 2026, its #293 holding.
First Affirmative Financial Network first reported a position in Pearson in Q2 2023 and has held it in 11 quarters since.
First Affirmative Financial Network's Pearson position peaked at $250K in Q2 2025.
199 funds tracked by Wall St. Rank held Pearson as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.