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Transamerica Financial Advisors’s Pearson PSO Stock Holding History

Transamerica 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 		$1.6K Buy
101
+84
+494% +$1.24K ﹤0.01% 1359
2026
Q1 		$227 Buy
+17
New +$221 ﹤0.01% 1609
2025
Q4 		– Sell
-157
Closed -$2.22K – 1899
2025
Q3 		$2.22K Buy
+157
New +$2.26K ﹤0.01% 1024

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
LMR Partners
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
Quantinno Capital Management
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

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

Transamerica Financial Advisors increased its Pearson (PSO) stake by 494% in Q2 2026, buying an estimated $1.24K and bringing the position to 101 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

Transamerica Financial Advisors first reported a position in PSO in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.22K in Q3 2025. 211 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

  • Transamerica Financial Advisors held 101 shares of Pearson worth $1.6K as of Q2 2026.
  • Transamerica Financial Advisors bought 84 Pearson shares in Q2 2026, an estimated $1.24K.
  • Pearson made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1359 holding.
  • Transamerica Financial Advisors first reported a position in Pearson in Q3 2025 and has held it in 3 quarters since.
  • Transamerica Financial Advisors's Pearson position peaked at $2.22K in Q3 2025.
  • 211 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

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