Retirement Wealth Solutions
PSO icon

Retirement Wealth Solutions’s Pearson PSO Stock Holding History

Retirement Wealth 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
2026
Q3 		$2.58K Sell
161
-11
-6% -$180 ﹤0.01% 543
2026
Q2 		$2.73K Buy
172
+29
+20% +$429 ﹤0.01% 463
2026
Q1 		$1.88K Buy
143
+138
+2,760% +$1.79K ﹤0.01% 509
2025
Q4 		$71 Buy
+5
New +$69 ﹤0.01% 752

Other funds holding PSO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Ethic Inc
Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Retirement Wealth Solutions's PSO Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Pearson (PSO) stake by 6.4% in Q3 2026, selling an estimated $180 and leaving 161 shares worth $2.58K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Retirement Wealth Solutions first reported a position in PSO in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.73K in Q2 2026. 122 funds tracked by Wall St. Rank hold PSO as of Q3 2026.

  • Retirement Wealth Solutions held 161 shares of Pearson worth $2.58K as of Q3 2026.
  • Retirement Wealth Solutions sold 11 Pearson shares in Q3 2026, an estimated $180.
  • Pearson made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #543 holding.
  • Retirement Wealth Solutions first reported a position in Pearson in Q4 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's Pearson position peaked at $2.73K in Q2 2026.
  • 122 funds tracked by Wall St. Rank held Pearson as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.