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Sequoia Financial Advisors’s Pearson PSO Stock Holding History

Sequoia Financial Advisors’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 		$649K Buy
40,867
+1,334
+3% +$19.7K ﹤0.01% 1159
2026
Q1 		$519K Buy
39,533
+12,526
+46% +$163K ﹤0.01% 1256
2025
Q4 		$379K Sell
27,007
-11,770
-30% -$163K ﹤0.01% 1429
2025
Q3 		$549K Buy
38,777
+14,940
+63% +$215K ﹤0.01% 1090
2025
Q2 		$356K Buy
23,837
+10,324
+76% +$161K ﹤0.01% 1174
2025
Q1 		$216K Sell
13,513
-431
-3% -$7.08K ﹤0.01% 1225
2024
Q4 		$225K Buy
13,944
+941
+7% +$14K ﹤0.01% 1170
2024
Q3 		$176K Sell
13,003
-978
-7% -$13.1K ﹤0.01% 1180
2024
Q2 		$174K Buy
13,981
+125
+0.9% +$1.54K ﹤0.01% 1119
2024
Q1 		$182K Buy
13,856
+497
+4% +$6.17K ﹤0.01% 1073
2023
Q4 		$164K Buy
13,359
+44
+0.3% +$512 ﹤0.01% 1124
2023
Q3 		$140K Buy
+13,315
New +$143K ﹤0.01% 894
2023
Q1 		– Sell
-12,931
Closed -$146K – 865
2022
Q4 		$146K Buy
+12,931
New +$142K ﹤0.01% 750

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

Sequoia Financial Advisors's PSO Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Pearson (PSO) stake by 3.4% in Q2 2026, buying an estimated $19.7K and bringing the position to 40,867 shares worth $649K. The position accounts for ﹤0.01% of the portfolio, ranked #1159.

Sequoia Financial Advisors first reported a position in PSO in Q4 2022 and has held it in 13 quarters since. 211 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

  • Sequoia Financial Advisors held 40,867 shares of Pearson worth $649K as of Q2 2026.
  • Sequoia Financial Advisors bought 1,334 Pearson shares in Q2 2026, an estimated $19.7K.
  • Pearson made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1159 holding.
  • Sequoia Financial Advisors first reported a position in Pearson in Q4 2022 and has held it in 13 quarters since.
  • 211 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.