Sowell Financial Services’s Pershing Square USA PSUS Stock Holding History

Sowell 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	$2.06M	Buy	+55,616	New	+$2.13M	0.06%	322

Other funds holding PSUS

Cooper Investors Melbourne, Victoria, Australia $190M AUM 2.75% 1-Year Est. Return

Oak Family Advisors Chicago, Illinois $385M AUM 12.33% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

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

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Q Fund Management (Hong Kong) Hong Kong $104M AUM 789.73% 1-Year Est. Return

TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return

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

Sowell Financial Services opened a new position in Pershing Square USA (PSUS) in Q3 2026: 55,616 shares worth $2.06M. The stake represents 0.06% of the portfolio and ranks #322 among its holdings.

13 funds tracked by Wall St. Rank hold PSUS as of Q3 2026.

Sowell Financial Services held 55,616 shares of Pershing Square USA worth $2.06M as of Q3 2026.
Pershing Square USA was a new Sowell Financial Services position in Q3 2026.
Pershing Square USA made up 0.06% of Sowell Financial Services's portfolio in Q3 2026, its #322 holding.
13 funds tracked by Wall St. Rank held Pershing Square USA as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.