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Allworth Financial’s Public Storage PSA Stock Holding History

Allworth Financial’s Portfolio PSA Stock Details PSA Fund Activity
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Allworth Financial's PSA Position: Q1 2026 in Review

Allworth Financial reduced its Public Storage (PSA) stake by 3.2% in Q1 2026, selling an estimated $84.9K and leaving 9,021 shares worth $2.44M. The position accounts for 0.01% of the portfolio, ranked #490.

Allworth Financial first reported a position in PSA in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.36M in Q3 2025. 1,084 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Allworth Financial held 9,021 shares of Public Storage worth $2.44M as of Q1 2026.
  • Allworth Financial sold 296 Public Storage shares in Q1 2026, an estimated $84.9K.
  • Public Storage made up 0.01% of Allworth Financial's portfolio in Q1 2026, its #490 holding.
  • Allworth Financial first reported a position in Public Storage in Q4 2014 and has held it in 46 quarters since.
  • Allworth Financial's Public Storage position peaked at $3.36M in Q3 2025.
  • 1,084 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.