Mather Group’s Pearson PSO Stock Holding History

Mather Group’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	$237K	Hold	14,745	–	–	﹤0.01%	745
2026 Q2	$234K	Hold	14,745	–	–	﹤0.01%	741
2026 Q1	$194K	Hold	14,745	–	–	﹤0.01%	744
2025 Q4	$207K	Hold	14,745	–	–	﹤0.01%	619
2025 Q3	$209K	Hold	14,745	–	–	﹤0.01%	611
2025 Q2	$220K	Hold	14,745	–	–	﹤0.01%	576
2025 Q1	$236K	Hold	14,745	–	–	﹤0.01%	544
2024 Q4	$238K	Hold	14,745	–	–	﹤0.01%	516
2024 Q3	$200K	Hold	14,745	–	–	﹤0.01%	573
2024 Q2	$194K	Hold	14,745	–	–	﹤0.01%	624
2024 Q1	$181K	Hold	14,745	–	–	﹤0.01%	547
2023 Q4	$181K	Hold	14,745	–	–	﹤0.01%	547
2023 Q3	$155K	Hold	14,745	–	–	﹤0.01%	520
2023 Q2	$155K	Hold	14,745	–	–	﹤0.01%	557
2023 Q1	$154K	Hold	14,745	–	–	﹤0.01%	503
2022 Q4	$166K	Hold	14,745	–	–	﹤0.01%	468
2022 Q3	$141K	Buy	+14,745	New	+$147K	﹤0.01%	461
2022 Q2	–	Sell	-14,764	Closed	-$147K	–	454
2022 Q1	$147K	Buy	+14,764	New	+$133K	﹤0.01%	440

Other funds holding PSO

Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

CWM

Cordatus Wealth Management Newtown, Pennsylvania $451M AUM 19.2% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Mather Group's PSO Position: Q3 2026 in Review

Mather Group held its Pearson (PSO) position steady in Q3 2026 at 14,745 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Mather Group first reported a position in PSO in Q1 2022 and has held it in 18 quarters since. The position peaked at $238K in Q4 2024. 28 funds tracked by Wall St. Rank hold PSO as of Q3 2026.

Mather Group held 14,745 shares of Pearson worth $237K as of Q3 2026.
Mather Group left its Pearson share count unchanged in Q3 2026.
Pearson made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #745 holding.
Mather Group first reported a position in Pearson in Q1 2022 and has held it in 18 quarters since.
Mather Group's Pearson position peaked at $238K in Q4 2024.
28 funds tracked by Wall St. Rank held Pearson as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.