Williams Jones Wealth Management, LLC.
Position in PS — Pershing Square Inc.
CIK 1788587
New York, NY
Position in PS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$6,539,074
New position
Shares Held
198,998
first reported quarter
Ownership
0.050%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#12
of 57 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Williams Jones Wealth Management, LLC. holds $200,847,176 across 26 Asset Management names. PS ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
596,751 | $70,601,610 | |
| 2 | BX |
Blackstone Inc.
|
454,800 | $53,516,315 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
609,548 | $25,960,649 | |
| 4 | PDX |
PIMCO Dynamic Income Strategy Fund
|
837,548 | $17,437,749 | |
| 5 | TROW |
Price T Rowe Group Inc
|
101,369 | $11,524,641 | |
| 6 | PS |
Pershing Square Inc.
This page
|
198,998 | $6,539,074 | |
| 7 | BXSL |
Blackstone Secured Lending Fund
|
139,043 | $3,296,709 | |
| 8 | SII |
Sprott Inc.
|
26,110 | $2,933,458 |
All Filings in PS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,539,074 | 198,998 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||