Personal CFO Solutions’s Pearson PSO Stock Holding History

Personal CFO Solutions’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
2025 Q3	–	Sell	-10,473	Closed	-$156K	–	518
2025 Q2	$156K	Sell	10,473 -319	-3%	-$4.96K	0.03%	472
2025 Q1	$173K	Buy	+10,792	New	+$177K	0.04%	438

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

13D Management New York $64.5M AUM 38.54% 1-Year Est. Return

Personal CFO Solutions's PSO Position: Q3 2025 in Review

Personal CFO Solutions sold out of Pearson (PSO) in Q3 2025, closing a stake of 10,473 shares — an estimated $156K sold.

Personal CFO Solutions first reported a position in PSO in Q1 2025 and held it in 2 quarters. The position peaked at $173K in Q1 2025. 177 funds tracked by Wall St. Rank hold PSO as of Q3 2025.

Personal CFO Solutions reported no remaining Pearson position as of Q3 2025 after selling out during the quarter.
Personal CFO Solutions sold 10,473 Pearson shares in Q3 2025, an estimated $156K.
Personal CFO Solutions first reported a position in Pearson in Q1 2025 and held it in 2 quarters.
Personal CFO Solutions's Pearson position peaked at $173K in Q1 2025.
177 funds tracked by Wall St. Rank held Pearson as of Q3 2025.

Based on Personal CFO Solutions's 13F filing for Q3 2025, filed 10 Nov 2025.