SIC
PS

Salem Investment Counselors’s Pershing Square PS Stock Holding History

Salem Investment Counselors’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 		$839K Buy
+25,520
New +$929K 0.02% 252

Other funds holding PS

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
SIC
Sage Investment Counsel Franklin, Tennessee $99.9M AUM 18.09% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
API
Asset Planning Inc Cypress, California $154M AUM 25.18% 1-Year Est. Return
LWM
Lodestone Wealth Management Spokane, Washington $283M AUM 33.76% 1-Year Est. Return

Salem Investment Counselors's PS Position: Q2 2026 in Review

Salem Investment Counselors opened a new position in Pershing Square (PS) in Q2 2026: 25,520 shares worth $839K. The stake represents 0.02% of the portfolio and ranks #252 among its holdings.

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

  • Salem Investment Counselors held 25,520 shares of Pershing Square worth $839K as of Q2 2026.
  • Pershing Square was a new Salem Investment Counselors position in Q2 2026.
  • Pershing Square made up 0.02% of Salem Investment Counselors's portfolio in Q2 2026, its #252 holding.
  • 10 funds tracked by Wall St. Rank held Pershing Square as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.