Question 1

How many shares of PSO does Creative Planning own?

Accepted Answer

As of 2026-Q2, Creative Planning holds 384,989 shares of PSO (PEARSON PLC-SPONSORED ADR).

Question 2

What is Creative Planning's PSO position worth?

Accepted Answer

As of 2026-Q2, Creative Planning's PSO position is worth $6.1M.

Question 3

Is Creative Planning buying or selling PSO?

Accepted Answer

In 2026-Q2, Creative Planning increased their PSO position (+44.9% change in shares).

Question 4

When did Creative Planning first buy PSO?

Accepted Answer

Based on available 13F filings, Creative Planning first reported a position in PSO in 2024-Q3. They have held the position across 24 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	384,989	+44.9%	$6.1M	0.0%	$15.78	37
2026-Q1	Increased	265,650	+41.0%	$3.5M	0.0%	$13.04	35
2025-Q4	Increased	188,391	+16.3%	$2.6M	0.0%	$13.70	30
2025-Q3	Increased	161,966	+69.2%	$2.3M	0.0%	$13.81	39
2025-Q2	Decreased	95,716	-3.7%	$1.4M	0.0%	$14.48	0
2025-Q1	Increased	99,397	+6.2%	$1.6M	0.0%	$15.52	27
2024-Q4	Increased	93,593	+37.5%	$1.5M	0.0%	$15.42	33
2024-Q3	Increased	68,047	+23.6%	$923,397	0.0%	$12.98	30

PSOShowing 8 of 24 quarters

PSO
Showing 8 of 24 quarters