James T. Borello RIA
PSO icon

James T. Borello RIA’s Pearson PSO Stock Holding History

James T. Borello RIA’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 		$6.28K Hold
391
– – ﹤0.01% 725
2026
Q2 		$6.21K Hold
391
– – ﹤0.01% 725
2026
Q1 		$5.13K Buy
391
+369
+1,677% +$4.79K ﹤0.01% 745
2025
Q4 		$309 Buy
+22
New +$304 ﹤0.01% 973

Other funds holding PSO

Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Archford Capital Strategies
Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
CWM
Cordatus Wealth Management Newtown, Pennsylvania $451M AUM 19.2% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
First Affirmative Financial Network
First Affirmative Financial Network Colorado Springs, Colorado $456M AUM
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Crane Advisory
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

James T. Borello RIA's PSO Position: Q3 2026 in Review

James T. Borello RIA held its Pearson (PSO) position steady in Q3 2026 at 391 shares worth $6.28K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

James T. Borello RIA first reported a position in PSO in Q4 2025 and has held it in 4 quarters since. 33 funds tracked by Wall St. Rank hold PSO as of Q3 2026.

  • James T. Borello RIA held 391 shares of Pearson worth $6.28K as of Q3 2026.
  • James T. Borello RIA left its Pearson share count unchanged in Q3 2026.
  • Pearson made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #725 holding.
  • James T. Borello RIA first reported a position in Pearson in Q4 2025 and has held it in 4 quarters since.
  • 33 funds tracked by Wall St. Rank held Pearson as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.