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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Perigon Wealth Management's PSO Position: Q1 2026 in Review

Perigon Wealth Management reduced its Pearson (PSO) stake by 14% in Q1 2026, selling an estimated $36.9K and leaving 17,596 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #1141.

Perigon Wealth Management first reported a position in PSO in Q3 2016 and has held it in 3 quarters since. The position peaked at $287K in Q4 2025. 199 funds tracked by Wall St. Rank hold PSO as of Q1 2026.

  • Perigon Wealth Management held 17,596 shares of Pearson worth $231K as of Q1 2026.
  • Perigon Wealth Management sold 2,840 Pearson shares in Q1 2026, an estimated $36.9K.
  • Pearson made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1141 holding.
  • Perigon Wealth Management first reported a position in Pearson in Q3 2016 and has held it in 3 quarters since.
  • Perigon Wealth Management's Pearson position peaked at $287K in Q4 2025.
  • 199 funds tracked by Wall St. Rank held Pearson as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.