Savant Capital
PSO icon

Savant Capital’s Pearson PSO Stock Holding History

Savant Capital’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 		$411K Buy
25,637
+130
+0.5% +$2.13K ﹤0.01% 1694
2026
Q2 		$388K Buy
+25,507
New +$377K ﹤0.01% 1352
2026
Q1 		– Sell
-10,122
Closed -$142K – 1558
2025
Q4 		$142K Buy
+10,122
New +$140K ﹤0.01% 1327
2025
Q3 		– Sell
-17,098
Closed -$255K – 1362
2025
Q2 		$255K Buy
17,098
+5,652
+49% +$87.9K ﹤0.01% 1030
2025
Q1 		$183K Buy
11,446
+216
+2% +$3.55K ﹤0.01% 1015
2024
Q4 		$181K Buy
+11,230
New +$167K ﹤0.01% 1337

Other funds holding PSO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Ethic Inc
Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Savant Capital's PSO Position: Q3 2026 in Review

Savant Capital increased its Pearson (PSO) stake by 0.51% in Q3 2026, buying an estimated $2.13K and bringing the position to 25,637 shares worth $411K. The position accounts for ﹤0.01% of the portfolio, ranked #1694.

Savant Capital first reported a position in PSO in Q4 2024 and has held it in 6 quarters since. 122 funds tracked by Wall St. Rank hold PSO as of Q3 2026.

  • Savant Capital held 25,637 shares of Pearson worth $411K as of Q3 2026.
  • Savant Capital bought 130 Pearson shares in Q3 2026, an estimated $2.13K.
  • Pearson made up ﹤0.01% of Savant Capital's portfolio in Q3 2026, its #1694 holding.
  • Savant Capital first reported a position in Pearson in Q4 2024 and has held it in 6 quarters since.
  • 122 funds tracked by Wall St. Rank held Pearson as of Q3 2026.

Based on Savant Capital's 13F filing for Q3 2026, filed 6 Nov 2026.