Key Financial Inc’s Pearson PSO Stock Holding History

Key Financial Inc’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	$39	Hold	3	–	–	﹤0.01%	1378
2025 Q4	$42	Hold	3	–	–	﹤0.01%	1426
2025 Q3	$43	Hold	3	–	–	﹤0.01%	1446
2025 Q2	$45	Buy	+3	New	+$47	﹤0.01%	1421

Other funds holding PSO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Key Financial Inc's PSO Position: Q1 2026 in Review

Key Financial Inc held its Pearson (PSO) position steady in Q1 2026 at 3 shares worth $39. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

Key Financial Inc first reported a position in PSO in Q2 2025 and has held it in 4 quarters since. The position peaked at $45 in Q2 2025. 199 funds tracked by Wall St. Rank hold PSO as of Q1 2026.

Key Financial Inc held 3 shares of Pearson worth $39 as of Q1 2026.
Key Financial Inc left its Pearson share count unchanged in Q1 2026.
Pearson made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #1378 holding.
Key Financial Inc first reported a position in Pearson in Q2 2025 and has held it in 4 quarters since.
Key Financial Inc's Pearson position peaked at $45 in Q2 2025.
199 funds tracked by Wall St. Rank held Pearson as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.