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 Q3	$963	Buy	+60	New	+$983	﹤0.01%	2966
2026 Q2	–	Sell	-7	Closed	-$92	–	2476
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Root Financial Partners's PSO Position: Q3 2026 in Review

Root Financial Partners opened a new position in Pearson (PSO) in Q3 2026: 60 shares worth $963. The stake represents ﹤0.01% of the portfolio and ranks #2966 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PSO as recently as Q1 2026.

Root Financial Partners first reported a position in PSO in Q3 2025 and has held it in 4 quarters since. 122 funds tracked by Wall St. Rank hold PSO as of Q3 2026.

Root Financial Partners held 60 shares of Pearson worth $963 as of Q3 2026.
Pearson was a new Root Financial Partners position in Q3 2026.
Pearson made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2966 holding.
Root Financial Partners first reported a position in Pearson in Q3 2025 and has held it in 4 quarters since.
122 funds tracked by Wall St. Rank held Pearson as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.