PFS
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Prospera Financial Services’s Pearson PSO Stock Holding History

Prospera Financial 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 		$437K Buy
+27,482
New +$406K 0.01% 1096
2022
Q2 		– Sell
-1,216
Closed -$12K – 2353
2022
Q1 		$12K Buy
+1,216
New +$11K ﹤0.01% 1962

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

Prospera Financial Services's PSO Position: Q2 2026 in Review

Prospera Financial Services opened a new position in Pearson (PSO) in Q2 2026: 27,482 shares worth $437K. The stake represents 0.01% of the portfolio and ranks #1096 among its holdings. This is a return to the name: Prospera Financial Services previously reported a position in PSO as recently as Q1 2022.

Prospera Financial Services first reported a position in PSO in Q1 2022 and has held it in 2 quarters since. 211 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

  • Prospera Financial Services held 27,482 shares of Pearson worth $437K as of Q2 2026.
  • Pearson was a new Prospera Financial Services position in Q2 2026.
  • Pearson made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1096 holding.
  • Prospera Financial Services first reported a position in Pearson in Q1 2022 and has held it in 2 quarters since.
  • 211 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.