Thomas J. Herzfeld Advisors’s Pershing Square USA PSUS Stock Holding History

Thomas J. Herzfeld 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	$10.7M	Buy	+285,421	New	+$11.4M	3.28%	7

Other funds holding PSUS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Arena Capital Advisors Los Angeles, California $208M AUM 11.42% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return

Thomas J. Herzfeld Advisors's PSUS Position: Q2 2026 in Review

Thomas J. Herzfeld Advisors opened a new position in Pershing Square USA (PSUS) in Q2 2026: 285,421 shares worth $10.7M. The stake represents 3.28% of the portfolio and ranks #7 among its holdings.

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

Thomas J. Herzfeld Advisors held 285,421 shares of Pershing Square USA worth $10.7M as of Q2 2026.
Pershing Square USA was a new Thomas J. Herzfeld Advisors position in Q2 2026.
Pershing Square USA made up 3.28% of Thomas J. Herzfeld Advisors's portfolio in Q2 2026, its #7 holding.
40 funds tracked by Wall St. Rank held Pershing Square USA as of Q2 2026.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.