Greenleaf Trust’s Pearson PSO Stock Holding History

Greenleaf Trust’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	$162K	Buy	+12,346	New	+$160K	﹤0.01%	787
2023 Q3	–	Sell	-10,530	Closed	-$110K	–	779
2023 Q2	$110K	Sell	10,530 -84	-0.8%	-$866	﹤0.01%	744
2023 Q1	$111K	Buy	+10,614	New	+$115K	﹤0.01%	755
2022 Q4	–	Sell	-11,327	Closed	-$108K	–	765
2022 Q3	$108K	Sell	11,327 -374	-3%	-$3.72K	﹤0.01%	688
2022 Q2	$108K	Sell	11,701 -1,614	-12%	-$15.6K	﹤0.01%	694
2022 Q1	$133K	Sell	13,315 -5,176	-28%	-$46.7K	﹤0.01%	741
2021 Q4	$155K	Buy	+18,491	New	+$159K	﹤0.01%	742
2020 Q1	–	Sell	-23,056	Closed	-$194K	–	571
2019 Q4	$194K	Buy	23,056 +12,312	+115%	+$106K	﹤0.01%	528
2019 Q3	$97K	Buy	+10,744	New	+$111K	﹤0.01%	548
2019 Q1	–	Sell	-18,464	Closed	-$220K	–	551
2018 Q4	$220K	Sell	18,464 -3,419	-16%	-$39.5K	﹤0.01%	429
2018 Q3	$252K	Buy	+21,883	New	+$256K	﹤0.01%	443
2017 Q3	–	Sell	-17,180	Closed	-$154K	–	706
2017 Q2	$154K	Buy	17,180 +361	+2%	+$3.14K	﹤0.01%	357
2017 Q1	$143K	Buy	+16,819	New	+$140K	﹤0.01%	306

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

Greenleaf Trust's PSO Position: Q1 2026 in Review

Greenleaf Trust opened a new position in Pearson (PSO) in Q1 2026: 12,346 shares worth $162K. The stake represents ﹤0.01% of the portfolio and ranks #787 among its holdings. This is a return to the name: Greenleaf Trust previously reported a position in PSO as recently as Q2 2023.

Greenleaf Trust first reported a position in PSO in Q1 2017 and has held it in 13 quarters since. The position peaked at $252K in Q3 2018. 199 funds tracked by Wall St. Rank hold PSO as of Q1 2026.

Greenleaf Trust held 12,346 shares of Pearson worth $162K as of Q1 2026.
Pearson was a new Greenleaf Trust position in Q1 2026.
Pearson made up ﹤0.01% of Greenleaf Trust's portfolio in Q1 2026, its #787 holding.
Greenleaf Trust first reported a position in Pearson in Q1 2017 and has held it in 13 quarters since.
Greenleaf Trust's Pearson position peaked at $252K in Q3 2018.
199 funds tracked by Wall St. Rank held Pearson as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.