Summit Trail Advisors’s Pearson PSO Stock Holding History

Summit Trail 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	$195K	Buy	12,259 +1,287	+12%	+$19K	﹤0.01%	1423
2026 Q1	$144K	Buy	+10,972	New	+$142K	﹤0.01%	1392
2018 Q1	–	Sell	-1,042	Closed	-$10K	–	1353
2017 Q4	$10K	Buy	+1,042	New	+$9.56K	﹤0.01%	1228

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

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

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

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

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

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

Summit Trail Advisors's PSO Position: Q2 2026 in Review

Summit Trail Advisors increased its Pearson (PSO) stake by 12% in Q2 2026, buying an estimated $19K and bringing the position to 12,259 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

Summit Trail Advisors first reported a position in PSO in Q4 2017 and has held it in 3 quarters since. 212 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

Summit Trail Advisors held 12,259 shares of Pearson worth $195K as of Q2 2026.
Summit Trail Advisors bought 1,287 Pearson shares in Q2 2026, an estimated $19K.
Pearson made up ﹤0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1423 holding.
Summit Trail Advisors first reported a position in Pearson in Q4 2017 and has held it in 3 quarters since.
212 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.