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 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 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

Pathstone Holdings's PSO Position: Q1 2026 in Review

Pathstone Holdings increased its Pearson (PSO) stake by 2.1% in Q1 2026, buying an estimated $34.9K and bringing the position to 128,636 shares worth $1.69M. The position accounts for 0.01% of the portfolio, ranked #1117.

Pathstone Holdings first reported a position in PSO in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.29M in Q1 2025. 199 funds tracked by Wall St. Rank hold PSO as of Q1 2026.

Pathstone Holdings held 128,636 shares of Pearson worth $1.69M as of Q1 2026.
Pathstone Holdings bought 2,688 Pearson shares in Q1 2026, an estimated $34.9K.
Pearson made up 0.01% of Pathstone Holdings's portfolio in Q1 2026, its #1117 holding.
Pathstone Holdings first reported a position in Pearson in Q4 2023 and has held it in 10 quarters since.
Pathstone Holdings's Pearson position peaked at $2.29M in Q1 2025.
199 funds tracked by Wall St. Rank held Pearson as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.