Rockefeller Capital Management
PSO icon

Rockefeller Capital Management’s Pearson PSO Stock Holding History

Rockefeller Capital Management’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 		$249K Sell
15,678
-2,285
-13% -$33.8K ﹤0.01% 2484
2026
Q1 		$236K Buy
17,963
+9,749
+119% +$127K ﹤0.01% 2393
2025
Q4 		$115K Sell
8,214
-161,295
-95% -$2.23M ﹤0.01% 2652
2025
Q3 		$2.4M Buy
169,509
+9,523
+6% +$137K ﹤0.01% 1093
2025
Q2 		$2.39M Sell
159,986
-2,968
-2% -$46.2K 0.01% 1054
2025
Q1 		$2.61M Sell
162,954
-8,117
-5% -$133K 0.01% 932
2024
Q4 		$2.76M Sell
171,071
-1,119
-0.6% -$16.7K 0.01% 897
2024
Q3 		$2.34M Buy
172,190
+61,666
+56% +$827K 0.01% 946
2024
Q2 		$1.38M Buy
+110,524
New +$1.36M ﹤0.01% 1101
2023
Q1 		– Sell
-512
Closed -$4K – 3430
2022
Q4 		$4K Sell
512
-85
-14% -$934 ﹤0.01% 3398
2022
Q3 		$4K Sell
597
-110
-16% -$1.09K ﹤0.01% 3424
2022
Q2 		$5K Buy
707
+138
+24% +$1.33K ﹤0.01% 3470
2022
Q1 		$5K Buy
569
+437
+331% +$3.95K ﹤0.01% 3349
2021
Q4 		$1K Sell
132
-145
-52% -$1.25K ﹤0.01% 3681
2021
Q3 		$1K Buy
277
+82
+42% +$889 ﹤0.01% 3611
2021
Q2 		$2K Hold
195
– – ﹤0.01% 3267
2021
Q1 		$2K Buy
195
+63
+48% +$655 ﹤0.01% 3120
2020
Q4 		$1K Sell
132
-37
-22% -$296 ﹤0.01% 2768
2020
Q3 		$1K Buy
+169
New +$1.22K ﹤0.01% 2523
2019
Q2 		– Sell
-911
Closed -$10K – 1898
2019
Q1 		$10K Buy
+911
New +$10.6K ﹤0.01% 1476

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

Rockefeller Capital Management's PSO Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Pearson (PSO) stake by 13% in Q2 2026, selling an estimated $33.8K and leaving 15,678 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #2484.

Rockefeller Capital Management first reported a position in PSO in Q1 2019 and has held it in 20 quarters since. The position peaked at $2.76M in Q4 2024. 211 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

  • Rockefeller Capital Management held 15,678 shares of Pearson worth $249K as of Q2 2026.
  • Rockefeller Capital Management sold 2,285 Pearson shares in Q2 2026, an estimated $33.8K.
  • Pearson made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2484 holding.
  • Rockefeller Capital Management first reported a position in Pearson in Q1 2019 and has held it in 20 quarters since.
  • Rockefeller Capital Management's Pearson position peaked at $2.76M in Q4 2024.
  • 211 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.