First Trust Advisors’s Pearson PSO Stock Holding History

First Trust 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 Q2	$371K	Buy	23,346 +4,975	+27%	+$73.5K	﹤0.01%	2477
2026 Q1	$241K	Sell	18,371 -2,891	-14%	-$37.5K	﹤0.01%	2507
2025 Q4	$299K	Buy	21,262 +4,100	+24%	+$56.7K	﹤0.01%	2464
2025 Q3	$243K	Sell	17,162 -3,999	-19%	-$57.5K	﹤0.01%	2460
2025 Q2	$316K	Sell	21,161 -3,178	-13%	-$49.4K	﹤0.01%	2404
2025 Q1	$390K	Buy	24,339 +2,360	+11%	+$38.8K	﹤0.01%	2309
2024 Q4	$354K	Buy	+21,979	New	+$328K	﹤0.01%	2340
2022 Q4	–	Sell	-14,104	Closed	-$135K	–	2525
2022 Q3	$135K	Buy	14,104 +522	+4%	+$5.2K	﹤0.01%	2421
2022 Q2	$125K	Buy	+13,582	New	+$131K	﹤0.01%	2442
2020 Q4	–	Sell	-17,151	Closed	-$122K	–	2397
2020 Q3	$122K	Sell	17,151 -2,682	-14%	-$19.3K	﹤0.01%	2277
2020 Q2	$143K	Buy	+19,833	New	+$124K	﹤0.01%	2303
2015 Q2	–	Sell	-23,273	Closed	-$503K	–	2282
2015 Q1	$503K	Buy	23,273 +3,212	+16%	+$66.5K	﹤0.01%	1965
2014 Q4	$370K	Buy	+20,061	New	+$376K	﹤0.01%	2041

Other funds holding PSO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

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

First Trust Advisors's PSO Position: Q2 2026 in Review

First Trust Advisors increased its Pearson (PSO) stake by 27% in Q2 2026, buying an estimated $73.5K and bringing the position to 23,346 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #2477.

First Trust Advisors first reported a position in PSO in Q4 2014 and has held it in 13 quarters since. The position peaked at $503K in Q1 2015. 212 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

First Trust Advisors held 23,346 shares of Pearson worth $371K as of Q2 2026.
First Trust Advisors bought 4,975 Pearson shares in Q2 2026, an estimated $73.5K.
Pearson made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #2477 holding.
First Trust Advisors first reported a position in Pearson in Q4 2014 and has held it in 13 quarters since.
First Trust Advisors's Pearson position peaked at $503K in Q1 2015.
212 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.