RFP
PSO icon

Root Financial Partners’s Pearson PSO Stock Holding History

Root Financial Partners’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
Q1 		$92 Buy
7
+3
+75% +$39 ﹤0.01% 3296
2025
Q4 		$56 Sell
4
-7
-64% -$97 ﹤0.01% 2373
2025
Q3 		$156 Buy
+11
New +$158 ﹤0.01% 2217

Other funds holding PSO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Root Financial Partners's PSO Position: Q1 2026 in Review

Root Financial Partners increased its Pearson (PSO) stake by 75% in Q1 2026, buying an estimated $39 and bringing the position to 7 shares worth $92. The position accounts for ﹤0.01% of the portfolio, ranked #3296.

Root Financial Partners first reported a position in PSO in Q3 2025 and has held it in 3 quarters since. The position peaked at $156 in Q3 2025. 199 funds tracked by Wall St. Rank hold PSO as of Q1 2026.

  • Root Financial Partners held 7 shares of Pearson worth $92 as of Q1 2026.
  • Root Financial Partners bought 3 Pearson shares in Q1 2026, an estimated $39.
  • Pearson made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3296 holding.
  • Root Financial Partners first reported a position in Pearson in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Pearson position peaked at $156 in Q3 2025.
  • 199 funds tracked by Wall St. Rank held Pearson as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.