Focus Partners Wealth’s Pearson PSO Stock Holding History

Focus Partners Wealth’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	$485K	Buy	30,521 +13,596	+80%	+$201K	﹤0.01%	1979
2026 Q1	$224K	Buy	16,925 +6,734	+66%	+$87.4K	﹤0.01%	2359
2025 Q4	$143K	Buy	+10,191	New	+$141K	﹤0.01%	2502

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

Focus Partners Wealth's PSO Position: Q2 2026 in Review

Focus Partners Wealth increased its Pearson (PSO) stake by 80% in Q2 2026, buying an estimated $201K and bringing the position to 30,521 shares worth $485K. The position accounts for ﹤0.01% of the portfolio, ranked #1979.

Focus Partners Wealth first reported a position in PSO in Q4 2025 and has held it in 3 quarters since. 211 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

Focus Partners Wealth held 30,521 shares of Pearson worth $485K as of Q2 2026.
Focus Partners Wealth bought 13,596 Pearson shares in Q2 2026, an estimated $201K.
Pearson made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1979 holding.
Focus Partners Wealth first reported a position in Pearson in Q4 2025 and has held it in 3 quarters since.
211 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.