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
Q2 		$218K Buy
14,032
+9,482
+208% +$140K ﹤0.01% 2542
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 $1.89T 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
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
BNP Paribas Financial Markets
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

Jones Financial Companies's PSO Position: Q2 2026 in Review

Jones Financial Companies increased its Pearson (PSO) stake by 208% in Q2 2026, buying an estimated $140K and bringing the position to 14,032 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #2542.

Jones Financial Companies first reported a position in PSO in Q3 2024 and has held it in 5 quarters since. 211 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

  • Jones Financial Companies held 14,032 shares of Pearson worth $218K as of Q2 2026.
  • Jones Financial Companies bought 9,482 Pearson shares in Q2 2026, an estimated $140K.
  • Pearson made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2542 holding.
  • Jones Financial Companies first reported a position in Pearson in Q3 2024 and has held it in 5 quarters since.
  • 211 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.