SFMG Wealth Advisors’s Pershing Square USA PSUS Stock Holding History

SFMG Wealth 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	$1.85M	Buy	+49,445	New	+$1.98M	0.11%	84

Other funds holding PSUS

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

PSCM

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

HIIFS

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

MMH

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

MIFH

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 40.91% 1-Year Est. Return

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

SFMG Wealth Advisors opened a new position in Pershing Square USA (PSUS) in Q2 2026: 49,445 shares worth $1.85M. The stake represents 0.11% of the portfolio and ranks #84 among its holdings.

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

SFMG Wealth Advisors held 49,445 shares of Pershing Square USA worth $1.85M as of Q2 2026.
Pershing Square USA was a new SFMG Wealth Advisors position in Q2 2026.
Pershing Square USA made up 0.11% of SFMG Wealth Advisors's portfolio in Q2 2026, its #84 holding.
88 funds tracked by Wall St. Rank held Pershing Square USA as of Q2 2026.

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