IWC
PS

Integrated Wealth Concepts’s Pershing Square PS Stock Holding History

Integrated Wealth Concepts’s Portfolio PS Stock Details PS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$132K Buy
+4,026
New +$147K ﹤0.01% 2607

Other funds holding PS

C
Consulta London, United Kingdom $2.77B AUM 3.62% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Integrated Wealth Concepts's PS Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Pershing Square (PS) in Q2 2026: 4,026 shares worth $132K. The stake represents ﹤0.01% of the portfolio and ranks #2607 among its holdings.

58 funds tracked by Wall St. Rank hold PS as of Q2 2026.

  • Integrated Wealth Concepts held 4,026 shares of Pershing Square worth $132K as of Q2 2026.
  • Pershing Square was a new Integrated Wealth Concepts position in Q2 2026.
  • Pershing Square made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2607 holding.
  • 58 funds tracked by Wall St. Rank held Pershing Square as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.