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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
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

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Retirement Wealth Solutions's PSO Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Pearson (PSO) stake by 20% in Q2 2026, buying an estimated $429 and bringing the position to 172 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Retirement Wealth Solutions first reported a position in PSO in Q4 2025 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

  • Retirement Wealth Solutions held 172 shares of Pearson worth $2.73K as of Q2 2026.
  • Retirement Wealth Solutions bought 29 Pearson shares in Q2 2026, an estimated $429.
  • Pearson made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #463 holding.
  • Retirement Wealth Solutions first reported a position in Pearson in Q4 2025 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.