IEQ Capital’s Pearson PSO Stock Holding History

IEQ Capital’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	$659K	Buy	41,459 +628	+2%	+$9.28K	﹤0.01%	1282
2026 Q1	$536K	Buy	40,831 +16,990	+71%	+$221K	﹤0.01%	1275
2025 Q4	$335K	Buy	23,841 +11,683	+96%	+$162K	﹤0.01%	1497
2025 Q3	$172K	Buy	+12,158	New	+$175K	﹤0.01%	1702

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

IEQ Capital's PSO Position: Q2 2026 in Review

IEQ Capital increased its Pearson (PSO) stake by 1.5% in Q2 2026, buying an estimated $9.28K and bringing the position to 41,459 shares worth $659K. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

IEQ Capital first reported a position in PSO in Q3 2025 and has held it in 4 quarters since. 212 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

IEQ Capital held 41,459 shares of Pearson worth $659K as of Q2 2026.
IEQ Capital bought 628 Pearson shares in Q2 2026, an estimated $9.28K.
Pearson made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1282 holding.
IEQ Capital first reported a position in Pearson in Q3 2025 and has held it in 4 quarters since.
212 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.