Allworth Financial’s National Storage Affiliates Trust NSA Stock Holding History

Allworth Financial’s Portfolio NSA Stock Details NSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$44.4K	Sell	999 -164	-14%	-$7.03K	﹤0.01%	2600
2026 Q1	$43.9K	Buy	1,163 +590	+103%	+$19.9K	﹤0.01%	2421
2025 Q4	$16.2K	Buy	573 +132	+30%	+$3.93K	﹤0.01%	2949
2025 Q3	$13.3K	Buy	441 +66	+18%	+$2.06K	﹤0.01%	2955
2025 Q2	$12K	Sell	375 -143	-28%	-$4.99K	﹤0.01%	2806
2025 Q1	$18.9K	Buy	518 +347	+203%	+$13.1K	﹤0.01%	2116
2024 Q4	$6.18K	Sell	171 -19	-10%	-$814	﹤0.01%	2659
2024 Q3	$9.16K	Hold	190	–	–	﹤0.01%	2303
2024 Q2	$8.4K	Buy	190 +13	+7%	+$490	﹤0.01%	2294
2024 Q1	$6.93K	Hold	177	–	–	﹤0.01%	2263
2023 Q4	$7.34K	Sell	177 -651	-79%	-$21.8K	﹤0.01%	2107
2023 Q3	$26.3K	Buy	828 +377	+84%	+$12.8K	﹤0.01%	1373
2023 Q2	$15.7K	Sell	451 -67	-13%	-$2.53K	﹤0.01%	1682
2023 Q1	$21.6K	Buy	518 +22	+4%	+$890	﹤0.01%	1412
2022 Q4	$17.9K	Buy	496 +442	+819%	+$17.3K	﹤0.01%	1416
2022 Q3	$2K	Buy	+54	New	+$2.76K	﹤0.01%	2185
2022 Q2	–	Sell	-9	Closed	-$1K	–	2661
2022 Q1	$1K	Buy	+9	New	+$554	﹤0.01%	1977

Other funds holding NSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Allworth Financial's NSA Position: Q2 2026 in Review

Allworth Financial reduced its National Storage Affiliates Trust (NSA) stake by 14% in Q2 2026, selling an estimated $7.03K and leaving 999 shares worth $44.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2600.

Allworth Financial first reported a position in NSA in Q1 2022 and has held it in 17 quarters since. 336 funds tracked by Wall St. Rank hold NSA as of Q2 2026.

Allworth Financial held 999 shares of National Storage Affiliates Trust worth $44.4K as of Q2 2026.
Allworth Financial sold 164 National Storage Affiliates Trust shares in Q2 2026, an estimated $7.03K.
National Storage Affiliates Trust made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2600 holding.
Allworth Financial first reported a position in National Storage Affiliates Trust in Q1 2022 and has held it in 17 quarters since.
336 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.