Perigon Wealth Management’s Pearson PSO Stock Holding History

Perigon Wealth Management’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	$276K	Sell	17,379 -217	-1%	-$3.21K	﹤0.01%	1168
2026 Q1	$231K	Sell	17,596 -2,840	-14%	-$36.9K	﹤0.01%	1141
2025 Q4	$287K	Buy	+20,436	New	+$283K	0.01%	1032
2016 Q4	–	Sell	-419	Closed	-$4K	–	746
2016 Q3	$4K	Buy	+419	New	+$4.81K	﹤0.01%	582

Other funds holding PSO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

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

Perigon Wealth Management's PSO Position: Q2 2026 in Review

Perigon Wealth Management reduced its Pearson (PSO) stake by 1.2% in Q2 2026, selling an estimated $3.21K and leaving 17,379 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1168.

Perigon Wealth Management first reported a position in PSO in Q3 2016 and has held it in 4 quarters since. The position peaked at $287K in Q4 2025. 212 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

Perigon Wealth Management held 17,379 shares of Pearson worth $276K as of Q2 2026.
Perigon Wealth Management sold 217 Pearson shares in Q2 2026, an estimated $3.21K.
Pearson made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1168 holding.
Perigon Wealth Management first reported a position in Pearson in Q3 2016 and has held it in 4 quarters since.
Perigon Wealth Management's Pearson position peaked at $287K in Q4 2025.
212 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.