Private Trust Company’s Pearson PSO Stock Holding History

Private Trust Company’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 Q2	–	Sell	-158	Closed	-$2.53K	–	2555
2025 Q1	$2.53K	Buy	+158	New	+$2.6K	﹤0.01%	2218
2014 Q3	–	Sell	-195	Closed	-$4K	–	1997
2014 Q2	$4K	Hold	195	–	–	﹤0.01%	1385
2014 Q1	$3K	Sell	195 -1,000	-84%	-$18.7K	﹤0.01%	1364
2013 Q4	$27K	Hold	1,195	–	–	0.01%	615
2013 Q3	$24K	Buy	1,195 +1,000	+513%	+$19.9K	0.01%	610
2013 Q2	$3K	Buy	+195	New	+$3.54K	﹤0.01%	1236

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Private Trust Company's PSO Position: Q2 2025 in Review

Private Trust Company sold out of Pearson (PSO) in Q2 2025, closing a stake of 158 shares — an estimated $2.53K sold.

Private Trust Company first reported a position in PSO in Q2 2013 and held it in 6 quarters. The position peaked at $27K in Q4 2013. 185 funds tracked by Wall St. Rank hold PSO as of Q2 2025.

Private Trust Company reported no remaining Pearson position as of Q2 2025 after selling out during the quarter.
Private Trust Company sold 158 Pearson shares in Q2 2025, an estimated $2.53K.
Private Trust Company first reported a position in Pearson in Q2 2013 and held it in 6 quarters.
Private Trust Company's Pearson position peaked at $27K in Q4 2013.
185 funds tracked by Wall St. Rank held Pearson as of Q2 2025.

Based on Private Trust Company's 13F filing for Q2 2025, filed 29 Jul 2025.