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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
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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Summit Trail Advisors's PSO Position: Q1 2026 in Review

Summit Trail Advisors opened a new position in Pearson (PSO) in Q1 2026: 10,972 shares worth $144K. The stake represents ﹤0.01% of the portfolio and ranks #1392 among its holdings. This is a return to the name: Summit Trail Advisors previously reported a position in PSO as recently as Q4 2017.

Summit Trail Advisors first reported a position in PSO in Q4 2017 and has held it in 2 quarters since. 199 funds tracked by Wall St. Rank hold PSO as of Q1 2026.

  • Summit Trail Advisors held 10,972 shares of Pearson worth $144K as of Q1 2026.
  • Pearson was a new Summit Trail Advisors position in Q1 2026.
  • Pearson made up ﹤0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1392 holding.
  • Summit Trail Advisors first reported a position in Pearson in Q4 2017 and has held it in 2 quarters since.
  • 199 funds tracked by Wall St. Rank held Pearson as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.