Jones Financial Companies
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Jones Financial Companies’s Pearson PSO Stock Holding History

Jones Financial Companies’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
Q1 		$57.3K Buy
+4,550
New +$59.1K ﹤0.01% 2904
2025
Q2 		– Sell
-350
Closed -$5.59K – 4142
2025
Q1 		$5.59K Sell
350
-50
-13% -$821 ﹤0.01% 2923
2024
Q4 		$6.45K Buy
400
+50
+14% +$745 ﹤0.01% 2682
2024
Q3 		$4.77K Buy
+350
New +$4.69K ﹤0.01% 2460

Other funds holding PSO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Jones Financial Companies's PSO Position: Q1 2026 in Review

Jones Financial Companies opened a new position in Pearson (PSO) in Q1 2026: 4,550 shares worth $57.3K. The stake represents ﹤0.01% of the portfolio and ranks #2904 among its holdings. This is a return to the name: Jones Financial Companies previously reported a position in PSO as recently as Q1 2025.

Jones Financial Companies first reported a position in PSO in Q3 2024 and has held it in 4 quarters since. 199 funds tracked by Wall St. Rank hold PSO as of Q1 2026.

  • Jones Financial Companies held 4,550 shares of Pearson worth $57.3K as of Q1 2026.
  • Pearson was a new Jones Financial Companies position in Q1 2026.
  • Pearson made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2904 holding.
  • Jones Financial Companies first reported a position in Pearson in Q3 2024 and has held it in 4 quarters since.
  • 199 funds tracked by Wall St. Rank held Pearson as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.