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
2025
Q4
– Hold
0
– -$116K – 5231
2025
Q3
– Hold
0
– – – 1606

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. 1,127 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.
  • 1,127 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.