OFA
PSUS

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

CI
Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
III
Independent Investors Inc Nesconset, New York $524M AUM 29.67% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 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.

14 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.
  • 14 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.