Pinnacle Wealth Planning Services’s Pearson PSO Stock Holding History

Pinnacle Wealth Planning Services’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	$119K	Buy	7,459 +220	+3%	+$3.25K	0.01%	780
2026 Q1	$95K	Sell	7,239 -214	-3%	-$2.78K	0.01%	829
2025 Q4	$105K	Buy	+7,453	New	+$103K	0.01%	757
2021 Q1	–	Sell	-434	Closed	-$4K	–	1552
2020 Q4	$4K	Buy	+434	New	+$3.48K	﹤0.01%	1747

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

Pinnacle Wealth Planning Services's PSO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Pearson (PSO) stake by 3% in Q2 2026, buying an estimated $3.25K and bringing the position to 7,459 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #780.

Pinnacle Wealth Planning Services first reported a position in PSO in Q4 2020 and has held it in 4 quarters since. 212 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

Pinnacle Wealth Planning Services held 7,459 shares of Pearson worth $119K as of Q2 2026.
Pinnacle Wealth Planning Services bought 220 Pearson shares in Q2 2026, an estimated $3.25K.
Pearson made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #780 holding.
Pinnacle Wealth Planning Services first reported a position in Pearson in Q4 2020 and has held it in 4 quarters since.
212 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.