Pathstone Holdings
PSO icon

Pathstone Holdings’s Pearson PSO Stock Holding History

Pathstone Holdings’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 		$2.52M Buy
158,721
+30,085
+23% +$445K 0.01% 985
2026
Q1 		$1.69M Buy
128,636
+2,688
+2% +$34.9K 0.01% 1117
2025
Q4 		$1.77M Sell
125,948
-4,942
-4% -$68.3K 0.01% 1091
2025
Q3 		$1.85M Buy
130,890
+2,316
+2% +$33.3K 0.01% 1076
2025
Q2 		$1.92M Sell
128,574
-14,314
-10% -$223K 0.01% 1020
2025
Q1 		$2.29M Buy
142,888
+2,639
+2% +$43.3K 0.01% 902
2024
Q4 		$2.26M Buy
140,249
+3,508
+3% +$52.3K 0.01% 906
2024
Q3 		$1.86M Buy
136,741
+11,995
+10% +$161K 0.01% 1018
2024
Q2 		$1.56M Buy
124,746
+34,392
+38% +$424K 0.01% 1047
2024
Q1 		$1.19M Buy
90,354
+34,527
+62% +$429K 0.01% 1177
2023
Q4 		$686K Buy
+55,827
New +$649K ﹤0.01% 1307

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

Pathstone Holdings's PSO Position: Q2 2026 in Review

Pathstone Holdings increased its Pearson (PSO) stake by 23% in Q2 2026, buying an estimated $445K and bringing the position to 158,721 shares worth $2.52M. The position accounts for 0.01% of the portfolio, ranked #985.

Pathstone Holdings first reported a position in PSO in Q4 2023 and has held it in 11 quarters since. 211 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

  • Pathstone Holdings held 158,721 shares of Pearson worth $2.52M as of Q2 2026.
  • Pathstone Holdings bought 30,085 Pearson shares in Q2 2026, an estimated $445K.
  • Pearson made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #985 holding.
  • Pathstone Holdings first reported a position in Pearson in Q4 2023 and has held it in 11 quarters since.
  • 211 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.