UMB Bank’s Pearson PSO Stock Holding History

UMB Bank’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 Q3	$6.63K	Hold	413	–	–	﹤0.01%	2026
2026 Q2	$6.56K	Hold	413	–	–	﹤0.01%	2038
2026 Q1	$5.42K	Hold	413	–	–	﹤0.01%	2023
2025 Q4	$5.8K	Hold	413	–	–	﹤0.01%	1986
2025 Q3	$5.85K	Hold	413	–	–	﹤0.01%	1843
2025 Q2	$6.17K	Hold	413	–	–	﹤0.01%	1768
2025 Q1	$6.61K	Hold	413	–	–	﹤0.01%	1680
2024 Q4	$6.66K	Hold	413	–	–	﹤0.01%	1607
2024 Q3	$5.6K	Sell	413 -51	-11%	-$684	﹤0.01%	1691
2024 Q2	$5.79K	Sell	464 -3	-0.6%	-$37	﹤0.01%	1392
2024 Q1	$6.15K	Hold	467	–	–	﹤0.01%	1354
2023 Q4	$5.74K	Sell	467 -55	-11%	-$640	﹤0.01%	1392
2023 Q3	$5.5K	Buy	522 +105	+25%	+$1.12K	﹤0.01%	1400
2023 Q2	$4.37K	Buy	417 +362	+658%	+$3.73K	﹤0.01%	1433
2023 Q1	$575	Hold	55	–	–	﹤0.01%	1639
2022 Q4	$1K	Hold	55	–	–	﹤0.01%	1660
2022 Q3	$1K	Sell	55 -105	-66%	-$1.04K	﹤0.01%	1699
2022 Q2	$1K	Sell	160 -385	-71%	-$3.72K	﹤0.01%	1855
2022 Q1	$5K	Hold	545	–	–	﹤0.01%	1668
2021 Q4	$5K	Buy	+545	New	+$4.68K	﹤0.01%	1647

Other funds holding PSO

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UMB Bank's PSO Position: Q3 2026 in Review

UMB Bank held its Pearson (PSO) position steady in Q3 2026 at 413 shares worth $6.63K. The position accounts for ﹤0.01% of the portfolio, ranked #2026.

UMB Bank first reported a position in PSO in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.66K in Q4 2024. 122 funds tracked by Wall St. Rank hold PSO as of Q3 2026.

UMB Bank held 413 shares of Pearson worth $6.63K as of Q3 2026.
UMB Bank left its Pearson share count unchanged in Q3 2026.
Pearson made up ﹤0.01% of UMB Bank's portfolio in Q3 2026, its #2026 holding.
UMB Bank first reported a position in Pearson in Q4 2021 and has held it in 20 quarters since.
UMB Bank's Pearson position peaked at $6.66K in Q4 2024.
122 funds tracked by Wall St. Rank held Pearson as of Q3 2026.

Based on UMB Bank's 13F filing for Q3 2026, filed 6 Nov 2026.