PARK AVENUE SECURITIES LLC PSO — PEARSON PLC

Ownership history in PARK AVENUE SECURITIES LLC  ·  4 quarters on record

AI Ownership Summary

PARK AVENUE SECURITIES LLC reported PEARSON PLC (PSO) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. The latest visible filing shows PSO at 0.00% 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 PARK AVENUE SECURITIES LLC'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 Q1

PSO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 to 2026 Q1

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 PARK AVENUE SECURITIES LLC fund profile PARK AVENUE SECURITIES LLC full holdings
How PARK AVENUE SECURITIES LLC 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 13,281 -743 -5.3% 0.00% $174 2026-04-07 $13.39
2025 Q4 ADDED — — — 14,024 +2,308 +19.7% 0.00% $197K 2026-01-05 $13.83
2025 Q3 REDUCED 5.9% -0.5% ✅ 11,716 -740 -5.9% 0.00% $166K 2025-10-23 $14.58
2025 Q2 INITIATED — — — 12,456 — — 0.00% $186K 2025-07-14 $13.98

🏢 Other funds also holding PSO

As of 2026 Q1 — sorted by position size

13D Management LLC 3Y 7Y 9.33% Transmarket Holdings LP 0.53% ABC ARBITRAGE SA 0.39% RENAISSANCE GROUP LLC 3Y 7Y 0.2% Lester Murray Antman dba SimplyRich 3Y 7Y 0.12% Farringdon Capital, Ltd. 0.11% Campbell & CO Investment Adviser LLC 3Y 7Y 0.11% First Affirmative Financial Network 3Y 0.11% LEUTHOLD GROUP, LLC 3Y 7Y 0.08% Abacus Wealth Partners, LLC 0.08%

FAQ About PARK AVENUE SECURITIES LLC and PSO

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

How long has PARK AVENUE SECURITIES LLC reported owning PSO?

PARK AVENUE SECURITIES LLC reported PSO across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported PSO position in PARK AVENUE SECURITIES LLC's portfolio?

The largest reported portfolio weight for PSO was 0.00% in 2025 Q2.

What is the latest reported PSO position on this page?

The most recent filing on this page is 2026 Q1, when PARK AVENUE SECURITIES LLC reported 13,281 shares, equal to 0.00% of portfolio, with an estimated market value of $174.

What does the chart on this PSO ownership page compare?

The chart compares PARK AVENUE SECURITIES LLC'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.

How well did PARK AVENUE SECURITIES LLC time their PSO position?

Based on 13F filing dates vs. subsequent PSO price moves, PARK AVENUE SECURITIES LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on PSO relative to SPY over the holding period was -13.4%.

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