JFA
PSO icon

JNBA Financial Advisors’s Pearson PSO Stock Holding History

JNBA Financial 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 		$338K Hold
21,252
– – 0.03% 163
2026
Q1 		$279K Hold
21,252
– – 0.02% 173
2025
Q4 		$298K Hold
21,252
– – 0.03% 166
2025
Q3 		$301K Hold
21,252
– – 0.03% 162
2025
Q2 		$317K Sell
21,252
-6,023
-22% -$93.7K 0.03% 158
2025
Q1 		$437K Buy
27,275
+1,790
+7% +$29.4K 0.05% 134
2024
Q4 		$411K Sell
25,485
-2,636
-9% -$39.3K 0.04% 141
2024
Q3 		$382K Buy
28,121
+8,659
+44% +$116K 0.04% 142
2024
Q2 		$243K Sell
19,462
-8,000
-29% -$98.6K 0.03% 175
2024
Q1 		$361K Hold
27,462
– – 0.04% 153
2023
Q4 		$338K Hold
27,462
– – 0.04% 161
2023
Q3 		$289K Hold
27,462
– – 0.04% 167
2023
Q2 		$288K Sell
27,462
-30,726
-53% -$317K 0.03% 168
2023
Q1 		$608K Buy
58,188
+2,625
+5% +$28.4K 0.08% 119
2022
Q4 		$626K Buy
55,563
+15,726
+39% +$173K 0.09% 120
2022
Q3 		$380K Hold
39,837
– – 0.06% 138
2022
Q2 		$367K Sell
39,837
-7,596
-16% -$73.3K 0.06% 139
2022
Q1 		$473K Hold
47,433
– – 0.06% 129
2021
Q4 		$398K Hold
47,433
– – 0.05% 146
2021
Q3 		$459K Hold
47,433
– – 0.06% 131
2021
Q2 		$551K Buy
47,433
+4,988
+12% +$58.2K 0.07% 117
2021
Q1 		$454K Buy
+42,445
New +$441K 0.07% 123
2016
Q4 		– Sell
-672
Closed -$7K – 1117
2016
Q3 		$7K Buy
+672
New +$7.72K ﹤0.01% 1134

Other funds holding PSO

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
CWM
Cordatus Wealth Management Newtown, Pennsylvania $455M AUM 23.57% 1-Year Est. Return

JNBA Financial Advisors's PSO Position: Q2 2026 in Review

JNBA Financial Advisors held its Pearson (PSO) position steady in Q2 2026 at 21,252 shares worth $338K. The position accounts for 0.03% of the portfolio, ranked #163.

JNBA Financial Advisors first reported a position in PSO in Q3 2016 and has held it in 23 quarters since. The position peaked at $626K in Q4 2022. 56 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

  • JNBA Financial Advisors held 21,252 shares of Pearson worth $338K as of Q2 2026.
  • JNBA Financial Advisors left its Pearson share count unchanged in Q2 2026.
  • Pearson made up 0.03% of JNBA Financial Advisors's portfolio in Q2 2026, its #163 holding.
  • JNBA Financial Advisors first reported a position in Pearson in Q3 2016 and has held it in 23 quarters since.
  • JNBA Financial Advisors's Pearson position peaked at $626K in Q4 2022.
  • 56 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.