Twin Peaks Wealth Advisors’s Pearson PSO Stock Holding History

Twin Peaks Wealth 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	–	Sell	-388	Closed	-$5.09K	–	1690
2026 Q1	$5.09K	Buy	+388	New	+$5.04K	﹤0.01%	1386
2025 Q3	–	Sell	-265	Closed	-$3.83K	–	1606
2025 Q2	$3.83K	Buy	+265	New	+$4.12K	﹤0.01%	1416

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

Twin Peaks Wealth Advisors's PSO Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Pearson (PSO) in Q2 2026, closing a stake of 388 shares — an estimated $5.09K sold.

Twin Peaks Wealth Advisors first reported a position in PSO in Q2 2025 and held it in 2 quarters. The position peaked at $5.09K in Q1 2026. 211 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Pearson position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 388 Pearson shares in Q2 2026, an estimated $5.09K.
Twin Peaks Wealth Advisors first reported a position in Pearson in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Pearson position peaked at $5.09K in Q1 2026.
211 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.