Key Financial Inc
PSO icon

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
Q3 		$48 Hold
3
– – ﹤0.01% 1295
2026
Q2 		$48 Hold
3
– – ﹤0.01% 1337
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

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Key Financial Inc's PSO Position: Q3 2026 in Review

Key Financial Inc held its Pearson (PSO) position steady in Q3 2026 at 3 shares worth $48. The position accounts for ﹤0.01% of the portfolio, ranked #1295.

Key Financial Inc first reported a position in PSO in Q2 2025 and has held it in 6 quarters since. 104 funds tracked by Wall St. Rank hold PSO as of Q3 2026.

  • Key Financial Inc held 3 shares of Pearson worth $48 as of Q3 2026.
  • Key Financial Inc left its Pearson share count unchanged in Q3 2026.
  • Pearson made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #1295 holding.
  • Key Financial Inc first reported a position in Pearson in Q2 2025 and has held it in 6 quarters since.
  • 104 funds tracked by Wall St. Rank held Pearson as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.