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Pershing Square USA shares owned by Shaker Financial Services

Quarter-by-quarter ownership of Pershing Square USA shares owned by Shaker Financial Services from 13F filings

Historical chart of Shaker Financial Services investment in Pershing Square USA

Tip: Access up to 7 years of quarterly data

All positions including Pershing Square USA held by Shaker Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pershing Square USA by Shaker Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.0M 27k 37.38

More positions owned by Shaker Financial Services

Gabelli Equity Trust (GAB)
Royce Value Trust (RVT)
Liberty All Star Equity Sh Ben Int (USA)
Special Opportunities Fund (SPE)
Nuveen Core Equity Alpha Fund (JCE)
Liberty All-Star Growth Fund (ASG)
First Trust Enhanced Equity Income Fund (FFA)
Source Capital Com Shs Of Ben I (SOR)
Eaton Vance Tax-Managed Buy-Write Income (ETB)
Eaton Vance Enhanced Equity Income Fund (EOI)
European Equity Fund (EEA)
Boulder Growth & Income Fund (STEW)
Eaton Vance Enhanced Equity Incm. Fd. II (EOS)
LMP Capital and Income Fund (SCD)
General American Investors (GAM)

View all positions for Shaker Financial Services

Top funds holding Pershing Square USA

Harel Insurance Investments & Financial Services
Migdal Insurance & Financial Holdings
Cooper Investors Pty
Thomas J. Herzfeld Advisors
Blue Bell Private Wealth Management
Ovata Capital Management
Banco BTG Pactual
Berson & Corrado Investment Advisors
Shaker Financial Services
Independent Investors
Stratos Wealth Partners
Janney Montgomery Scott
Cascade Investment Group
Institute For Wealth Management
HighTower Advisors

View all funds holding Pershing Square USA