LPL Financial
PSUS

LPL Financial’s Pershing Square USA PSUS Stock Holding History

LPL Financial’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 		$4.78M Buy
+127,821
New +$5.11M ﹤0.01% 2846

Other funds holding PSUS

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ACA
Arena Capital Advisors Los Angeles, California $208M AUM 11.42% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
BBP
Banco BTG Pactual Rio De Janeiro, Brazil $1.19B AUM 33.04% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return

LPL Financial's PSUS Position: Q2 2026 in Review

LPL Financial opened a new position in Pershing Square USA (PSUS) in Q2 2026: 127,821 shares worth $4.78M. The stake represents ﹤0.01% of the portfolio and ranks #2846 among its holdings.

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

  • LPL Financial held 127,821 shares of Pershing Square USA worth $4.78M as of Q2 2026.
  • Pershing Square USA was a new LPL Financial position in Q2 2026.
  • Pershing Square USA made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2846 holding.
  • 36 funds tracked by Wall St. Rank held Pershing Square USA as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.