Lodestone Wealth Management’s Pershing Square PS Stock Holding History

Lodestone Wealth Management’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	$7.07K	Buy	+215	New	+$7.83K	﹤0.01%	562

Other funds holding PS

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

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

Sage Investment Counsel Franklin, Tennessee $99.9M AUM 18.09% 1-Year Est. Return

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

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Asset Planning Inc Cypress, California $154M AUM 25.18% 1-Year Est. Return

Lodestone Wealth Management's PS Position: Q2 2026 in Review

Lodestone Wealth Management opened a new position in Pershing Square (PS) in Q2 2026: 215 shares worth $7.07K. The stake represents ﹤0.01% of the portfolio and ranks #562 among its holdings.

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

Lodestone Wealth Management held 215 shares of Pershing Square worth $7.07K as of Q2 2026.
Pershing Square was a new Lodestone Wealth Management position in Q2 2026.
Pershing Square made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #562 holding.
10 funds tracked by Wall St. Rank held Pershing Square as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.