LPL Financial
PSO icon

LPL Financial’s Pearson PSO Stock Holding History

LPL Financial’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 		$215K Buy
+13,514
New +$200K ﹤0.01% 5708
2025
Q4 		– Sell
-10,257
Closed -$145K – 6026
2025
Q3 		$145K Sell
10,257
-30,732
-75% -$442K ﹤0.01% 5430
2025
Q2 		$612K Buy
40,989
+6,617
+19% +$103K ﹤0.01% 4208
2025
Q1 		$550K Buy
+34,372
New +$565K ﹤0.01% 4088
2019
Q3 		– Sell
-22,070
Closed -$229K – 3365
2019
Q2 		$229K Buy
+22,070
New +$231K ﹤0.01% 2927
2016
Q2 		– Sell
-15,678
Closed -$190K – 2902
2016
Q1 		$190K Sell
15,678
-8,648
-36% -$98.8K ﹤0.01% 2803
2015
Q4 		$259K Buy
24,326
+14,045
+137% +$190K ﹤0.01% 2647
2015
Q3 		$186K Buy
+10,281
New +$186K ﹤0.01% 2539
2014
Q3 		– Sell
-26,311
Closed -$521K – 2769
2014
Q2 		$521K Sell
26,311
-3,583
-12% -$67K ﹤0.01% 1767
2014
Q1 		$532K Sell
29,894
-1,118
-4% -$20.9K ﹤0.01% 1693
2013
Q4 		$695K Buy
31,012
+2,417
+8% +$51.3K ﹤0.01% 1504
2013
Q3 		$599K Buy
28,595
+3,686
+15% +$73.5K ﹤0.01% 1511
2013
Q2 		$446K Buy
+24,909
New +$452K ﹤0.01% 1643

Other funds holding PSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

LPL Financial's PSO Position: Q2 2026 in Review

LPL Financial opened a new position in Pearson (PSO) in Q2 2026: 13,514 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #5708 among its holdings. This is a return to the name: LPL Financial previously reported a position in PSO as recently as Q3 2025.

LPL Financial first reported a position in PSO in Q2 2013 and has held it in 13 quarters since. The position peaked at $695K in Q4 2013. 90 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

  • LPL Financial held 13,514 shares of Pearson worth $215K as of Q2 2026.
  • Pearson was a new LPL Financial position in Q2 2026.
  • Pearson made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5708 holding.
  • LPL Financial first reported a position in Pearson in Q2 2013 and has held it in 13 quarters since.
  • LPL Financial's Pearson position peaked at $695K in Q4 2013.
  • 90 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.