Oak Family Advisors’s Pershing Square USA PSUS Stock Holding History

Oak Family Advisors’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	$1.15M	Buy	+30,850	New	+$1.23M	0.29%	57

Other funds holding PSUS

Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

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

Consulta London, United Kingdom $2.77B AUM 3.62% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Oak Family Advisors's PSUS Position: Q2 2026 in Review

Oak Family Advisors opened a new position in Pershing Square USA (PSUS) in Q2 2026: 30,850 shares worth $1.15M. The stake represents 0.29% of the portfolio and ranks #57 among its holdings.

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

Oak Family Advisors held 30,850 shares of Pershing Square USA worth $1.15M as of Q2 2026.
Pershing Square USA was a new Oak Family Advisors position in Q2 2026.
Pershing Square USA made up 0.29% of Oak Family Advisors's portfolio in Q2 2026, its #57 holding.
88 funds tracked by Wall St. Rank held Pershing Square USA as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.