JFS Wealth Advisors’s Pearson PSO Stock Holding History

JFS Wealth 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
2026 Q2	$2.15K	Hold	135	–	–	﹤0.01%	1588
2026 Q1	$1.77K	Sell	135 -129	-49%	-$1.68K	﹤0.01%	1541
2025 Q4	$3.71K	Hold	264	–	–	﹤0.01%	1355
2025 Q3	$3.74K	Hold	264	–	–	﹤0.01%	1226
2025 Q2	$3.94K	Hold	264	–	–	﹤0.01%	1166
2025 Q1	$4.23K	Hold	264	–	–	﹤0.01%	1180
2024 Q4	$4.26K	Hold	264	–	–	﹤0.01%	1188
2024 Q3	$3.58K	Hold	264	–	–	﹤0.01%	1241
2024 Q2	$3.29K	Sell	264 -8	-3%	-$99	﹤0.01%	1234
2024 Q1	$3.58K	Buy	272 +6	+2%	+$75	﹤0.01%	1231
2023 Q4	$3.27K	Buy	266 +20	+8%	+$233	﹤0.01%	1226
2023 Q3	$2.59K	Buy	246 +6	+3%	+$64	﹤0.01%	1259
2023 Q2	$2.52K	Hold	240	–	–	﹤0.01%	1301
2023 Q1	$2.51K	Sell	240 -39	-14%	-$422	﹤0.01%	1276
2022 Q4	$3.14K	Sell	279 -83	-23%	-$912	﹤0.01%	1191
2022 Q3	$3K	Buy	362 +139	+62%	+$1.38K	﹤0.01%	1223
2022 Q2	$2K	Buy	223 +65	+41%	+$627	﹤0.01%	1373
2022 Q1	$2K	Buy	158 +4	+3%	+$36	﹤0.01%	1474
2021 Q4	$1K	Buy	+154	New	+$1.32K	﹤0.01%	1521

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

JFS Wealth Advisors's PSO Position: Q2 2026 in Review

JFS Wealth Advisors held its Pearson (PSO) position steady in Q2 2026 at 135 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1588.

JFS Wealth Advisors first reported a position in PSO in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.26K in Q4 2024. 211 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

JFS Wealth Advisors held 135 shares of Pearson worth $2.15K as of Q2 2026.
JFS Wealth Advisors left its Pearson share count unchanged in Q2 2026.
Pearson made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1588 holding.
JFS Wealth Advisors first reported a position in Pearson in Q4 2021 and has held it in 19 quarters since.
JFS Wealth Advisors's Pearson position peaked at $4.26K in Q4 2024.
211 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.