SFS
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Shaker Financial Services’s Pershing Square USA PSUS Stock Holding History

Shaker Financial Services’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
Q3 		– Sell
-26,880
Closed -$1M – 167
2026
Q2 		$1M Buy
+26,880
New +$1.07M 0.31% 86

Other funds holding PSUS

CI
Cooper Investors Melbourne, Victoria, Australia $190M AUM 2.75% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
CIG
Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return
QFMHK
Q Fund Management (Hong Kong) Hong Kong $104M AUM 789.73% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RE
Rydar Equities Weatherford, Texas $194M AUM 23.21% 1-Year Est. Return

Shaker Financial Services's PSUS Position: Q3 2026 in Review

Shaker Financial Services sold out of Pershing Square USA (PSUS) in Q3 2026, closing a stake of 26,880 shares — an estimated $1M sold.

Shaker Financial Services first reported a position in PSUS in Q2 2026 and held it in 1 quarter. The position peaked at $1M in Q2 2026. 7 funds tracked by Wall St. Rank hold PSUS as of Q3 2026.

  • Shaker Financial Services reported no remaining Pershing Square USA position as of Q3 2026 after selling out during the quarter.
  • Shaker Financial Services sold 26,880 Pershing Square USA shares in Q3 2026, an estimated $1M.
  • Shaker Financial Services first reported a position in Pershing Square USA in Q2 2026 and held it in 1 quarter.
  • Shaker Financial Services's Pershing Square USA position peaked at $1M in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Pershing Square USA as of Q3 2026.

Based on Shaker Financial Services's 13F filing for Q3 2026, filed 14 Oct 2026.