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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
Q2 		– Sell
-12,346
Closed -$162K – 902
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
BNP Paribas Financial Markets
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

Greenleaf Trust's PSO Position: Q2 2026 in Review

Greenleaf Trust sold out of Pearson (PSO) in Q2 2026, closing a stake of 12,346 shares — an estimated $162K sold.

Greenleaf Trust first reported a position in PSO in Q1 2017 and held it in 13 quarters. The position peaked at $252K in Q3 2018. 212 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

  • Greenleaf Trust reported no remaining Pearson position as of Q2 2026 after selling out during the quarter.
  • Greenleaf Trust sold 12,346 Pearson shares in Q2 2026, an estimated $162K.
  • Greenleaf Trust first reported a position in Pearson in Q1 2017 and held it in 13 quarters.
  • Greenleaf Trust's Pearson position peaked at $252K in Q3 2018.
  • 212 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.