Whittier Trust’s Pearson PSO Stock Holding History

Whittier Trust’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	$99	Buy	+6	New	+$89	﹤0.01%	1346
2024 Q4	–	Sell	-2,957	Closed	-$40.1K	–	1595
2024 Q3	$40.1K	Hold	2,957	–	–	﹤0.01%	969
2024 Q2	$36.9K	Hold	2,957	–	–	﹤0.01%	969
2024 Q1	$38.9K	Hold	2,957	–	–	﹤0.01%	984
2023 Q4	$36.3K	Hold	2,957	–	–	﹤0.01%	976
2023 Q3	$31.2K	Hold	2,957	–	–	﹤0.01%	1022
2023 Q2	$31K	Hold	2,957	–	–	﹤0.01%	1031
2023 Q1	$30.9K	Hold	2,957	–	–	﹤0.01%	1054
2022 Q4	$33.3K	Hold	2,957	–	–	﹤0.01%	1033
2022 Q3	$28K	Buy	+2,957	New	+$29.4K	﹤0.01%	1102
2020 Q2	–	Sell	-117	Closed	-$1K	–	1485
2020 Q1	$1K	Buy	+117	New	+$852	﹤0.01%	1419

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

Whittier Trust's PSO Position: Q2 2026 in Review

Whittier Trust opened a new position in Pearson (PSO) in Q2 2026: 6 shares worth $99. The stake represents ﹤0.01% of the portfolio and ranks #1346 among its holdings. This is a return to the name: Whittier Trust previously reported a position in PSO as recently as Q3 2024.

Whittier Trust first reported a position in PSO in Q1 2020 and has held it in 11 quarters since. The position peaked at $40.1K in Q3 2024. 212 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

Whittier Trust held 6 shares of Pearson worth $99 as of Q2 2026.
Pearson was a new Whittier Trust position in Q2 2026.
Pearson made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1346 holding.
Whittier Trust first reported a position in Pearson in Q1 2020 and has held it in 11 quarters since.
Whittier Trust's Pearson position peaked at $40.1K in Q3 2024.
212 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.