BPI
PSO icon

BFC Planning, Inc.’s Pearson PSO Stock Holding History

BFC Planning, Inc.’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 		$468 Sell
29
-3
-9% -$49 ﹤0.01% 3292
2026
Q2 		$509 Buy
32
+2
+7% +$30 ﹤0.01% 3252
2026
Q1 		$394 Buy
30
+7
+30% +$91 ﹤0.01% 2886
2025
Q4 		$323 Buy
23
+19
+475% +$263 ﹤0.01% 2992
2025
Q3 		$57 Sell
4
-6,559
-100% -$94.4K ﹤0.01% 2862
2025
Q2 		$98K Buy
6,563
+21
+0.3% +$327 0.01% 893
2025
Q1 		$105K Buy
+6,542
New +$107K 0.01% 850

Other funds holding PSO

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Renaissance Group
Renaissance Group Covington, Kentucky $2.31B AUM 22.44% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

BFC Planning, Inc.'s PSO Position: Q3 2026 in Review

BFC Planning, Inc. reduced its Pearson (PSO) stake by 9.4% in Q3 2026, selling an estimated $49 and leaving 29 shares worth $468. The position accounts for ﹤0.01% of the portfolio, ranked #3292.

BFC Planning, Inc. first reported a position in PSO in Q1 2025 and has held it in 7 quarters since. The position peaked at $105K in Q1 2025. 180 funds tracked by Wall St. Rank hold PSO as of Q3 2026.

  • BFC Planning, Inc. held 29 shares of Pearson worth $468 as of Q3 2026.
  • BFC Planning, Inc. sold 3 Pearson shares in Q3 2026, an estimated $49.
  • Pearson made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #3292 holding.
  • BFC Planning, Inc. first reported a position in Pearson in Q1 2025 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Pearson position peaked at $105K in Q1 2025.
  • 180 funds tracked by Wall St. Rank held Pearson as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.