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IFP Advisors’s Pearson PSO Stock Holding History

IFP Advisors’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
2025
Q3 		– Sell
-730
Closed -$10.9K – 4912
2025
Q2 		$10.9K Hold
730
– – ﹤0.01% 2866
2025
Q1 		$11.7K Hold
730
– – ﹤0.01% 2531
2024
Q4 		$11.8K Hold
730
– – ﹤0.01% 2466
2024
Q3 		$9.91K Sell
730
-423
-37% -$5.67K ﹤0.01% 2436
2024
Q2 		$14.4K Hold
1,153
– – ﹤0.01% 2207
2024
Q1 		$15.2K Hold
1,153
– – ﹤0.01% 2095
2023
Q4 		$14.2K Sell
1,153
-8,881
-89% -$103K ﹤0.01% 2055
2023
Q3 		$106K Hold
10,034
– – ﹤0.01% 1226
2023
Q2 		$105K Sell
10,034
-423
-4% -$4.36K ﹤0.01% 1296
2023
Q1 		$125K Sell
10,457
-27
-0.3% -$292 0.01% 1140
2022
Q4 		$126K Sell
10,484
-263
-2% -$2.89K ﹤0.01% 1622
2022
Q3 		$145K Buy
10,747
+9,314
+650% +$92.7K ﹤0.01% 1612
2022
Q2 		$34K Hold
1,433
– – ﹤0.01% 2438
2022
Q1 		$34K Buy
1,433
+1,371
+2,211% +$12.4K ﹤0.01% 2438
2021
Q4 		$1K Hold
62
– – ﹤0.01% 3087
2021
Q3 		$1K Hold
62
– – ﹤0.01% 3102
2021
Q2 		$1K Buy
+62
New +$723 ﹤0.01% 2930
2019
Q1 		– Sell
-1,929
Closed -$23K – 3166
2018
Q4 		$23K Buy
1,929
+832
+76% +$9.62K ﹤0.01% 2052
2018
Q3 		$13K Buy
1,097
+97
+10% +$1.14K ﹤0.01% 2706
2018
Q2 		$12K Hold
1,000
– – ﹤0.01% 2789
2018
Q1 		$10K Hold
1,000
– – ﹤0.01% 2794
2017
Q4 		$10K Sell
1,000
-564
-36% -$5.18K ﹤0.01% 2835
2017
Q3 		$13K Buy
1,564
+5
+0.3% +$40 ﹤0.01% 2890
2017
Q2 		$14K Buy
1,559
+26
+2% +$226 ﹤0.01% 2814
2017
Q1 		$13K Sell
1,533
-241
-14% -$2.01K ﹤0.01% 2781
2016
Q4 		$18K Buy
1,774
+1,737
+4,695% +$16.8K ﹤0.01% 2539
2016
Q3 		$0 Hold
37
– – ﹤0.01% 4006
2016
Q2 		$0 Buy
+37
New +$442 ﹤0.01% 4016

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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
1M
13D Management New York $71.3M AUM 83.05% 1-Year Est. Return

IFP Advisors's PSO Position: Q3 2025 in Review

IFP Advisors sold out of Pearson (PSO) in Q3 2025, closing a stake of 730 shares — an estimated $10.9K sold.

IFP Advisors first reported a position in PSO in Q2 2016 and held it in 28 quarters. The position peaked at $145K in Q3 2022. 177 funds tracked by Wall St. Rank hold PSO as of Q3 2025.

  • IFP Advisors reported no remaining Pearson position as of Q3 2025 after selling out during the quarter.
  • IFP Advisors sold 730 Pearson shares in Q3 2025, an estimated $10.9K.
  • IFP Advisors first reported a position in Pearson in Q2 2016 and held it in 28 quarters.
  • IFP Advisors's Pearson position peaked at $145K in Q3 2022.
  • 177 funds tracked by Wall St. Rank held Pearson as of Q3 2025.

Based on IFP Advisors's 13F filing for Q3 2025, filed 2 Dec 2025.