SWA
PS

SFMG Wealth Advisors’s Pershing Square PS Stock Holding History

SFMG Wealth Advisors’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 		$487K Buy
+14,833
New +$540K 0.03% 199

Other funds holding PS

C
Consulta London, United Kingdom $2.77B AUM 3.62% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SFMG Wealth Advisors's PS Position: Q2 2026 in Review

SFMG Wealth Advisors opened a new position in Pershing Square (PS) in Q2 2026: 14,833 shares worth $487K. The stake represents 0.03% of the portfolio and ranks #199 among its holdings.

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

  • SFMG Wealth Advisors held 14,833 shares of Pershing Square worth $487K as of Q2 2026.
  • Pershing Square was a new SFMG Wealth Advisors position in Q2 2026.
  • Pershing Square made up 0.03% of SFMG Wealth Advisors's portfolio in Q2 2026, its #199 holding.
  • 58 funds tracked by Wall St. Rank held Pershing Square as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.