Hilltop National Bank PSO — Pearson PLC

Ownership history in Hilltop National Bank  ·  9 quarters on record

AI Ownership Summary

Hilltop National Bank reported Pearson PLC (PSO) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.03% in 2024 Q4. The latest visible filing shows PSO at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PSO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hilltop National Bank's position in Pearson PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PSO was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PSO stock page Hilltop National Bank fund profile Hilltop National Bank full holdings
How Hilltop National Bank held PSO — position size vs. price
% of Fund (quarterly)    PSO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 5,585 — 0% 0.02% $89K 2026-07-02 $16.71
2026 Q1 UNCHANGED — — — 5,585 — 0% 0.02% $73K 2026-04-02 $13.31
2025 Q4 UNCHANGED — — — 5,585 — 0% 0.02% $78K 2026-01-07 $13.88
2025 Q3 UNCHANGED — — — 5,585 — 0% 0.02% $79K 2025-10-08 $13.96
2025 Q2 UNCHANGED — — — 5,585 — 0% 0.02% $83K 2025-07-21 $13.83
2024 Q4 UNCHANGED — — — 5,585 — 0% 0.03% $90K 2025-01-10 $15.16
2024 Q3 UNCHANGED — — — 5,585 — 0% 0.02% $76K 2024-10-15 $12.92
2024 Q2 UNCHANGED — — — 5,585 — 0% 0.02% $70K 2024-07-10 $12.35
2024 Q1 INITIATED — — — 5,585 — — 0.02% $73K 2024-05-06 $11.93

🏢 Other funds also holding PSO

As of 2026 Q2 — sorted by position size

ABC ARBITRAGE SA 0.48% Formidable Asset Management, LLC 3Y 7Y 0.05% Crane Advisory, LLC 3Y 0.03% Aaron Wealth Advisors LLC 3Y 0.03% Versant Capital Management, Inc 3Y 7Y 0.03% QRG CAPITAL MANAGEMENT, INC. 0.03% Crossmark Global Holdings, Inc. 3Y 7Y 0.03% Cromwell Holdings LLC 0.03% Great Waters Wealth Management 3Y 0.02% Venturi Wealth Management, LLC 3Y 7Y 0.01%

FAQ About Hilltop National Bank and PSO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hilltop National Bank reported owning PSO?

Hilltop National Bank reported PSO across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported PSO position in Hilltop National Bank's portfolio?

The largest reported portfolio weight for PSO was 0.03% in 2024 Q4.

What is the latest reported PSO position on this page?

The most recent filing on this page is 2026 Q2, when Hilltop National Bank reported 5,585 shares, equal to 0.02% of portfolio, with an estimated market value of $89K.

What does the chart on this PSO ownership page compare?

The chart compares Hilltop National Bank's quarterly PSO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Hilltop National Bank Holdings