Allworth Financial’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.99M | Buy |
9,406
+385
| +4% | +$118K | 0.01% | 447 |
|
|
2026
Q1 | $2.44M | Sell |
9,021
-296
| -3% | -$84.9K | 0.01% | 490 |
|
|
2025
Q4 | $2.42M | Sell |
9,317
-2,331
| -20% | -$652K | 0.01% | 485 |
|
|
2025
Q3 | $3.36M | Buy |
11,648
+354
| +3% | +$102K | 0.01% | 395 |
|
|
2025
Q2 | $3.31M | Buy |
11,294
+4,143
| +58% | +$1.23M | 0.02% | 386 |
|
|
2025
Q1 | $2.1M | Buy |
7,151
+2
| +0% | +$598 | 0.01% | 390 |
|
|
2024
Q4 | $2.08M | Buy |
7,149
+51
| +0.7% | +$16.9K | 0.01% | 394 |
|
|
2024
Q3 | $2.58M | Buy |
7,098
+112
| +2% | +$36.4K | 0.02% | 295 |
|
|
2024
Q2 | $2.11M | Sell |
6,986
-24
| -0.3% | -$6.62K | 0.01% | 326 |
|
|
2024
Q1 | $2.03M | Sell |
7,010
-1,484
| -17% | -$425K | 0.01% | 317 |
|
|
2023
Q4 | $2.59M | Buy |
8,494
+31
| +0.4% | +$8.23K | 0.02% | 269 |
|
|
2023
Q3 | $2.23M | Buy |
8,463
+673
| +9% | +$189K | 0.02% | 262 |
|
|
2023
Q2 | $2.27M | Buy |
7,790
+1,290
| +20% | +$376K | 0.02% | 260 |
|
|
2023
Q1 | $1.96M | Buy |
6,500
+1,221
| +23% | +$359K | 0.02% | 257 |
|
|
2022
Q4 | $1.48M | Buy |
5,279
+474
| +10% | +$138K | 0.02% | 295 |
|
|
2022
Q3 | $1.41M | Sell |
4,805
-429
| -8% | -$140K | 0.02% | 273 |
|
|
2022
Q2 | $1.64M | Buy |
5,234
+46
| +0.9% | +$15.9K | 0.02% | 242 |
|
|
2022
Q1 | $2.02M | Buy |
5,188
+2,841
| +121% | +$1.03M | 0.03% | 220 |
|
|
2021
Q4 | $879K | Buy |
2,347
+2
| +0.1% | +$668 | 0.01% | 305 |
|
|
2021
Q3 | $697K | Sell |
2,345
-2,545
| -52% | -$799K | 0.01% | 281 |
|
|
2021
Q2 | $1.47M | Buy |
4,890
+231
| +5% | +$64.8K | 0.03% | 157 |
|
|
2021
Q1 | $1.15M | Buy |
4,659
+2,801
| +151% | +$652K | 0.02% | 153 |
|
|
2020
Q4 | $429K | Sell |
1,858
-8
| -0.4% | -$1.83K | 0.01% | 200 |
|
|
2020
Q3 | $416K | Buy |
1,866
+10
| +0.5% | +$2.04K | 0.01% | 170 |
|
|
2020
Q2 | $356K | Sell |
1,856
-3,790
| -67% | -$731K | 0.01% | 177 |
|
|
2020
Q1 | $1.12M | Buy |
5,646
+3,601
| +176% | +$771K | 0.04% | 101 |
|
|
2019
Q4 | $436K | Hold |
2,045
| – | – | 0.02% | 122 |
|
|
2019
Q3 | $502K | Buy |
2,045
+192
| +10% | +$48.2K | 0.02% | 95 |
|
|
2019
Q2 | $441K | Hold |
1,853
| – | – | 0.02% | 103 |
|
|
2019
Q1 | $404K | Hold |
1,853
| – | – | 0.02% | 107 |
|
|
2018
Q4 | $375K | Sell |
1,853
-359
| -16% | -$73.3K | 0.02% | 104 |
|
|
2018
Q3 | $446K | Buy |
2,212
+12
| +0.5% | +$2.59K | 0.02% | 100 |
|
|
2018
Q2 | $499K | Hold |
2,200
| – | – | 0.02% | 90 |
|
|
2018
Q1 | $441K | Hold |
2,200
| – | – | 0.03% | 71 |
|
|
2017
Q4 | $460K | Buy |
2,200
+1,517
| +222% | +$321K | 0.04% | 64 |
|
|
2017
Q3 | $146K | Hold |
683
| – | – | 0.01% | 135 |
|
|
2017
Q2 | $142K | Sell |
683
-2
| -0.3% | -$430 | 0.01% | 142 |
|
|
2017
Q1 | $150K | Buy |
685
+2
| +0.3% | +$443 | 0.01% | 128 |
|
|
2016
Q4 | $153K | Hold |
683
| – | – | 0.02% | 117 |
|
|
2016
Q3 | $152K | Hold |
683
| – | – | 0.02% | 116 |
|
|
2016
Q2 | $175K | Sell |
683
-1
| -0.1% | -$257 | 0.02% | 106 |
|
|
2016
Q1 | $189K | Buy |
684
+3
| +0.4% | +$757 | 0.02% | 101 |
|
|
2015
Q4 | $169K | Buy |
681
+3
| +0.4% | +$702 | 0.03% | 103 |
|
|
2015
Q3 | $143K | Buy |
678
+4
| +0.6% | +$815 | 0.05% | 103 |
|
|
2015
Q2 | $124K | Buy |
674
+4
| +0.6% | +$767 | 0.04% | 122 |
|
|
2015
Q1 | $132K | Sell |
670
-33
| -5% | -$6.54K | 0.05% | 116 |
|
|
2014
Q4 | $130K | Buy |
+703
| New | +$127K | 0.05% | 87 |
|
Other funds holding PSA
Allworth Financial's PSA Position: Q2 2026 in Review
Allworth Financial increased its Public Storage (PSA) stake by 4.3% in Q2 2026, buying an estimated $118K and bringing the position to 9,406 shares worth $2.99M. The position accounts for 0.01% of the portfolio, ranked #447.
Allworth Financial first reported a position in PSA in Q4 2014 and has held it in 47 quarters since. The position peaked at $3.36M in Q3 2025. 1,118 funds tracked by Wall St. Rank hold PSA as of Q2 2026.
- Allworth Financial held 9,406 shares of Public Storage worth $2.99M as of Q2 2026.
- Allworth Financial bought 385 Public Storage shares in Q2 2026, an estimated $118K.
- Public Storage made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #447 holding.
- Allworth Financial first reported a position in Public Storage in Q4 2014 and has held it in 47 quarters since.
- Allworth Financial's Public Storage position peaked at $3.36M in Q3 2025.
- 1,118 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.