Whittier Trust’s Pershing Square PS Stock Holding History

Whittier Trust’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 Q2	$204K	Buy	+5,752	New	+$209K	﹤0.01%	616

Other funds holding PS

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

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

Sage Investment Counsel Franklin, Tennessee $99.9M AUM 18.09% 1-Year Est. Return

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

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Asset Planning Inc Cypress, California $154M AUM 25.18% 1-Year Est. Return

Lodestone Wealth Management Spokane, Washington $283M AUM 33.76% 1-Year Est. Return

Whittier Trust's PS Position: Q2 2026 in Review

Whittier Trust opened a new position in Pershing Square (PS) in Q2 2026: 5,752 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #616 among its holdings.

10 funds tracked by Wall St. Rank hold PS as of Q2 2026.

Whittier Trust held 5,752 shares of Pershing Square worth $204K as of Q2 2026.
Pershing Square was a new Whittier Trust position in Q2 2026.
Pershing Square made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #616 holding.
10 funds tracked by Wall St. Rank held Pershing Square as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.