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 Q2	$308K	Buy	+8,250	New	+$330K	﹤0.01%	2745

Other funds holding PSUS

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

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

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

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

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

Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Closed-End Fund Advisors Richmond, Virginia $102M AUM

Independent Investors Inc Nesconset, New York $524M AUM 29.67% 1-Year Est. Return

Cascade Investment Group Colorado Springs, Colorado $178M AUM 29.7% 1-Year Est. Return

Kestra Advisory Services's PSUS Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in Pershing Square USA (PSUS) in Q2 2026: 8,250 shares worth $308K. The stake represents ﹤0.01% of the portfolio and ranks #2745 among its holdings.

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

Kestra Advisory Services held 8,250 shares of Pershing Square USA worth $308K as of Q2 2026.
Pershing Square USA was a new Kestra Advisory Services position in Q2 2026.
Pershing Square USA made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2745 holding.
23 funds tracked by Wall St. Rank held Pershing Square USA as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.