Keystone Wealth Services’s Pershing Square USA PSUS Stock Holding History

Keystone Wealth 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	$398K	Buy	+10,850	New	+$415K	0.07%	231

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

Keystone Wealth Services's PSUS Position: Q3 2026 in Review

Keystone Wealth Services opened a new position in Pershing Square USA (PSUS) in Q3 2026: 10,850 shares worth $398K. The stake represents 0.07% of the portfolio and ranks #231 among its holdings.

52 funds tracked by Wall St. Rank hold PSUS as of Q3 2026.

Keystone Wealth Services held 10,850 shares of Pershing Square USA worth $398K as of Q3 2026.
Pershing Square USA was a new Keystone Wealth Services position in Q3 2026.
Pershing Square USA made up 0.07% of Keystone Wealth Services's portfolio in Q3 2026, its #231 holding.
52 funds tracked by Wall St. Rank held Pershing Square USA as of Q3 2026.

Based on Keystone Wealth Services's 13F filing for Q3 2026, filed 3 Nov 2026.