Stifel Financial
PSO icon

Stifel Financial’s Pearson PSO Stock Holding History

Stifel Financial’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
2025
Q3 		– Sell
-29,137
Closed -$435K – 3622
2025
Q2 		$435K Buy
29,137
+136
+0.5% +$2.12K ﹤0.01% 2852
2025
Q1 		$464K Buy
+29,001
New +$476K ﹤0.01% 2722
2021
Q3 		– Sell
-78,491
Closed -$912K – 3401
2021
Q2 		$912K Buy
+78,491
New +$916K ﹤0.01% 2171
2019
Q3 		– Sell
-13,778
Closed -$143K – 2950
2019
Q2 		$143K Buy
+13,778
New +$144K ﹤0.01% 2780
2015
Q4 		– Sell
-24,321
Closed -$417K – 2385
2015
Q3 		$417K Buy
24,321
+9,961
+69% +$180K ﹤0.01% 1657
2015
Q2 		$271K Buy
+14,360
New +$293K ﹤0.01% 2009

Other funds holding PSO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
1M
13D Management New York $64.5M AUM 38.54% 1-Year Est. Return

Stifel Financial's PSO Position: Q3 2025 in Review

Stifel Financial sold out of Pearson (PSO) in Q3 2025, closing a stake of 29,137 shares — an estimated $435K sold.

Stifel Financial first reported a position in PSO in Q2 2015 and held it in 6 quarters. The position peaked at $912K in Q2 2021. 177 funds tracked by Wall St. Rank hold PSO as of Q3 2025.

  • Stifel Financial reported no remaining Pearson position as of Q3 2025 after selling out during the quarter.
  • Stifel Financial sold 29,137 Pearson shares in Q3 2025, an estimated $435K.
  • Stifel Financial first reported a position in Pearson in Q2 2015 and held it in 6 quarters.
  • Stifel Financial's Pearson position peaked at $912K in Q2 2021.
  • 177 funds tracked by Wall St. Rank held Pearson as of Q3 2025.

Based on Stifel Financial's 13F filing for Q3 2025, filed 12 Nov 2025.