Blue Bell Private Wealth Management’s Pershing Square USA PSUS Stock Holding History

Blue Bell Private Wealth Management’s Portfolio PSUS Stock Details PSUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.49M	Buy	+173,665	New	+$6.94M	0.81%	22

Other funds holding PSUS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Arena Capital Advisors Los Angeles, California $208M AUM 11.42% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return

Banco BTG Pactual Rio De Janeiro, Brazil $1.19B AUM 33.04% 1-Year Est. Return

TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return

Blue Bell Private Wealth Management's PSUS Position: Q2 2026 in Review

Blue Bell Private Wealth Management opened a new position in Pershing Square USA (PSUS) in Q2 2026: 173,665 shares worth $6.49M. The stake represents 0.81% of the portfolio and ranks #22 among its holdings.

36 funds tracked by Wall St. Rank hold PSUS as of Q2 2026.

Blue Bell Private Wealth Management held 173,665 shares of Pershing Square USA worth $6.49M as of Q2 2026.
Pershing Square USA was a new Blue Bell Private Wealth Management position in Q2 2026.
Pershing Square USA made up 0.81% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #22 holding.
36 funds tracked by Wall St. Rank held Pershing Square USA as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.