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Plante Moran Financial Advisors’s Pearson PSO Stock Holding History

Plante Moran Financial Advisors’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 		$953 Buy
+60
New +$887 ﹤0.01% 921
2019
Q4 		– Sell
-433
Closed -$4K – 865
2019
Q3 		$4K Buy
+433
New +$4.49K ﹤0.01% 718

Other funds holding PSO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
BNP Paribas Financial Markets
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

Plante Moran Financial Advisors's PSO Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Pearson (PSO) in Q2 2026: 60 shares worth $953. The stake represents ﹤0.01% of the portfolio and ranks #921 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in PSO as recently as Q3 2019.

Plante Moran Financial Advisors first reported a position in PSO in Q3 2019 and has held it in 2 quarters since. The position peaked at $4K in Q3 2019. 211 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

  • Plante Moran Financial Advisors held 60 shares of Pearson worth $953 as of Q2 2026.
  • Pearson was a new Plante Moran Financial Advisors position in Q2 2026.
  • Pearson made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #921 holding.
  • Plante Moran Financial Advisors first reported a position in Pearson in Q3 2019 and has held it in 2 quarters since.
  • Plante Moran Financial Advisors's Pearson position peaked at $4K in Q3 2019.
  • 211 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.