Kestra Advisory Services’s Pershing Square USA PSUS Stock Holding History

Kestra Advisory Services’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 Q3	$275K	Sell	7,420 -830	-10%	-$31.8K	﹤0.01%	3041
2026 Q2	$308K	Buy	+8,250	New	+$330K	﹤0.01%	2745

Other funds holding PSUS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Arena Capital Advisors Los Angeles, California $200M AUM 6.35% 1-Year Est. Return

DBA Trading Fort Lauderdale, Florida $59.3M AUM 31.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cooper Investors Melbourne, Victoria, Australia $190M AUM 2.75% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Oak Family Advisors Chicago, Illinois $385M AUM 12.33% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Kestra Advisory Services's PSUS Position: Q3 2026 in Review

Kestra Advisory Services reduced its Pershing Square USA (PSUS) stake by 10% in Q3 2026, selling an estimated $31.8K and leaving 7,420 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #3041.

Kestra Advisory Services first reported a position in PSUS in Q2 2026 and has held it in 2 quarters since. The position peaked at $308K in Q2 2026. 52 funds tracked by Wall St. Rank hold PSUS as of Q3 2026.

Kestra Advisory Services held 7,420 shares of Pershing Square USA worth $275K as of Q3 2026.
Kestra Advisory Services sold 830 Pershing Square USA shares in Q3 2026, an estimated $31.8K.
Pershing Square USA made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #3041 holding.
Kestra Advisory Services first reported a position in Pershing Square USA in Q2 2026 and has held it in 2 quarters since.
Kestra Advisory Services's Pershing Square USA position peaked at $308K in Q2 2026.
52 funds tracked by Wall St. Rank held Pershing Square USA as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.