Asset Planning Inc
PSA icon

Asset Planning Inc’s Public Storage PSA Stock Holding History

Asset Planning Inc’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
2026
Q3 		$348K Hold
1,231
– – 0.23% 61
2026
Q2 		$392K Buy
1,231
+12
+1% +$3.67K 0.25% 60
2026
Q1 		$330K Buy
1,219
+13
+1% +$3.73K 0.23% 58
2025
Q4 		$313K Buy
1,206
+14
+1% +$3.92K 0.22% 64
2025
Q3 		$344K Buy
1,192
+112
+10% +$32.1K 0.25% 65
2025
Q2 		$317K Buy
1,080
+86
+9% +$25.5K 0.24% 65
2025
Q1 		$298K Buy
994
+10
+1% +$2.99K 0.23% 64
2024
Q4 		$295K Buy
+984
New +$327K 0.22% 65

Other funds holding PSA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Asset Planning Inc's PSA Position: Q3 2026 in Review

Asset Planning Inc held its Public Storage (PSA) position steady in Q3 2026 at 1,231 shares worth $348K. The position accounts for 0.23% of the portfolio, ranked #61.

Asset Planning Inc first reported a position in PSA in Q4 2024 and has held it in 8 quarters since. The position peaked at $392K in Q2 2026. 593 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • Asset Planning Inc held 1,231 shares of Public Storage worth $348K as of Q3 2026.
  • Asset Planning Inc left its Public Storage share count unchanged in Q3 2026.
  • Public Storage made up 0.23% of Asset Planning Inc's portfolio in Q3 2026, its #61 holding.
  • Asset Planning Inc first reported a position in Public Storage in Q4 2024 and has held it in 8 quarters since.
  • Asset Planning Inc's Public Storage position peaked at $392K in Q2 2026.
  • 593 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.