SageView Advisory Group’s Pearson PSO Stock Holding History

SageView Advisory Group’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	–	Sell	-3,339	Closed	-$46.9K	–	1959
2025 Q4	$46.9K	Buy	+3,339	New	+$46.2K	﹤0.01%	1102
2024 Q2	–	Sell	-3,206	Closed	-$215K	–	710
2024 Q1	$215K	Buy	+3,206	New	+$39.8K	0.01%	497

Other funds holding PSO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return

SageView Advisory Group's PSO Position: Q1 2026 in Review

SageView Advisory Group sold out of Pearson (PSO) in Q1 2026, closing a stake of 3,339 shares — an estimated $46.9K sold.

SageView Advisory Group first reported a position in PSO in Q1 2024 and held it in 2 quarters. The position peaked at $215K in Q1 2024. 200 funds tracked by Wall St. Rank hold PSO as of Q1 2026.

SageView Advisory Group reported no remaining Pearson position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 3,339 Pearson shares in Q1 2026, an estimated $46.9K.
SageView Advisory Group first reported a position in Pearson in Q1 2024 and held it in 2 quarters.
SageView Advisory Group's Pearson position peaked at $215K in Q1 2024.
200 funds tracked by Wall St. Rank held Pearson as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.