Balance Wealth
PSA icon

Balance Wealth’s Public Storage PSA Stock Holding History

Balance Wealth’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 		$962 Buy
+3
New +$939 ﹤0.01% 839

Other funds holding PSA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return

Balance Wealth's PSA Position: Q3 2026 in Review

Balance Wealth opened a new position in Public Storage (PSA) in Q3 2026: 3 shares worth $962. The stake represents ﹤0.01% of the portfolio and ranks #839 among its holdings.

968 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • Balance Wealth held 3 shares of Public Storage worth $962 as of Q3 2026.
  • Public Storage was a new Balance Wealth position in Q3 2026.
  • Public Storage made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #839 holding.
  • 968 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.