BANK OF MONTREAL /CAN/

Bank

Position in PSO — Pearson PLC

CIK 927971 TORONTO, A6

Position in PSO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,673,554

+$400,032 QoQ

Shares Held

168,254

-2.8% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#28

of 210 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Communication Services · as of Jun 30, 2026

BANK OF MONTREAL /CAN/ holds $197,480,135 across 5 Publishing names. PSO ranks #3 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NYT	New York Times Co	1,682,875	$117,767,589
2	WLY	John Wiley & Sons, Inc.	1,578,053	$76,551,349
3	PSO	Pearson PLC This page	168,254	$2,673,554
4	SCHL	Scholastic Corp	6,928	$318,688
5	TDAY	USA TODAY Co., Inc.	19,761	$168,955

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,673,554	168,254	-2.8%	Shares	Defined	2026-08-12
2026-03-31	$2,273,522	173,155	-21.5%	Shares	Defined	2026-05-13
2025-12-31	$3,098,892	220,719	+37.1%	Shares	Defined	2026-02-12
2025-09-30	$2,279,886	161,009	+1414.2%	Shares	Defined	2025-11-13
2025-06-30	$158,748	10,633	-96.2%	Shares	Defined	2025-08-05
2024-12-31	$4,527,316	280,851	-30.8%	Shares	Defined	2025-02-13
2024-09-30	$5,507,409	405,852	+31.6%	Shares	Defined	2024-11-13
2024-06-30	$3,848,942	308,409	+27.3%	Shares	Defined	2024-08-14
2023-03-31	$2,531,605	242,259	-0.2%	Shares	Defined	2024-06-13
2022-12-31	$2,735,892	242,759	+1001.6%	Shares	Defined	2023-02-01
2022-09-30	$210,443	22,036	+1.1%	Shares	Defined	2022-11-10
2022-06-30	$200,920	21,792	-5.6%	Shares	Defined	2022-08-11
2022-03-31	$230,056	23,075	+4.5%	Shares	Defined	2022-05-12
2021-12-31	$185,539	22,088	+394.9%	Shares	Defined	2022-02-11
2021-03-31	$47,708	4,463	+11.1%	Shares	Defined	2021-05-13
2020-12-31	$36,884	4,018	+74.8%	Shares	Defined	2021-02-12
2020-09-30	$16,338	2,298	+45.4%	Shares	Defined	2020-11-12
2020-06-30	$11,430	1,581	-61.8%	Shares	Defined	2020-08-12
2020-03-31	$28,531	4,141	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.