Perigon Wealth Management
PSO icon

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
Q3 		$279K Sell
17,378
-1
-0% -$16 ﹤0.01% 1193
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

ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Archford Capital Strategies
Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
CWM
Cordatus Wealth Management Newtown, Pennsylvania $451M AUM 19.2% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Perigon Wealth Management's PSO Position: Q3 2026 in Review

Perigon Wealth Management reduced its Pearson (PSO) stake by 0.01% in Q3 2026, selling an estimated $16 and leaving 17,378 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

Perigon Wealth Management first reported a position in PSO in Q3 2016 and has held it in 5 quarters since. The position peaked at $287K in Q4 2025. 42 funds tracked by Wall St. Rank hold PSO as of Q3 2026.

  • Perigon Wealth Management held 17,378 shares of Pearson worth $279K as of Q3 2026.
  • Perigon Wealth Management sold 1 Pearson share in Q3 2026, an estimated $16.
  • Pearson made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1193 holding.
  • Perigon Wealth Management first reported a position in Pearson in Q3 2016 and has held it in 5 quarters since.
  • Perigon Wealth Management's Pearson position peaked at $287K in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Pearson as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.