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
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

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

Root Financial Partners's PSO Position: Q2 2026 in Review

Root Financial Partners sold out of Pearson (PSO) in Q2 2026, closing a stake of 7 shares — an estimated $92 sold.

Root Financial Partners first reported a position in PSO in Q3 2025 and held it in 3 quarters. The position peaked at $156 in Q3 2025. 211 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

  • Root Financial Partners reported no remaining Pearson position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 7 Pearson shares in Q2 2026, an estimated $92.
  • Root Financial Partners first reported a position in Pearson in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Pearson position peaked at $156 in Q3 2025.
  • 211 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.