Wedbush Securities’s Pershing Square PS Stock Holding History

Wedbush Securities’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 Q3	$901K	Hold	16,100	–	–	0.02%	511
2026 Q2	$529K	Buy	+16,100	New	+$586K	0.01%	709

Other funds holding PS

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Sage Investment Counsel Franklin, Tennessee $100M AUM 13.58% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $203M AUM 18.91% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

III

Independent Investors Inc Nesconset, New York $566M AUM 24.06% 1-Year Est. Return

Sunpointe St. Louis, Missouri $328M AUM 26.96% 1-Year Est. Return

Asset Planning Inc Cypress, California $152M AUM 19.47% 1-Year Est. Return

Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

Wedbush Securities's PS Position: Q3 2026 in Review

Wedbush Securities held its Pershing Square (PS) position steady in Q3 2026 at 16,100 shares worth $901K. The position accounts for 0.02% of the portfolio, ranked #511.

Wedbush Securities first reported a position in PS in Q2 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold PS as of Q3 2026.

Wedbush Securities held 16,100 shares of Pershing Square worth $901K as of Q3 2026.
Wedbush Securities left its Pershing Square share count unchanged in Q3 2026.
Pershing Square made up 0.02% of Wedbush Securities's portfolio in Q3 2026, its #511 holding.
Wedbush Securities first reported a position in Pershing Square in Q2 2026 and has held it in 2 quarters since.
13 funds tracked by Wall St. Rank held Pershing Square as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.