Question 1

Does Creative Planning own PSO stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Creative Planning holds 384,989 shares of PSO (Pearson), worth $6.1M.

Question 2

How many shares of PSO does Creative Planning own?

Accepted Answer

As of its Q2 2026 13F, Creative Planning holds 384,989 shares of PSO (Pearson).

Question 3

What is Creative Planning's PSO position worth?

Accepted Answer

As of its Q2 2026 13F, Creative Planning's PSO position is worth $6.1M.

Question 4

Is Creative Planning buying or selling PSO?

Accepted Answer

In Q2 2026, Creative Planning increased its PSO position by 119,339 shares (+44.9%).

Question 5

When did Creative Planning first buy PSO?

Accepted Answer

Creative Planning already held PSO in its Q4 2018 13F, the earliest on record, and has listed it in 22 quarterly 13F filings.

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