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Blue Fin Capital’s Public Storage PSA Stock Holding History

Blue Fin Capital’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
Q2 		$402K Hold
1,263
– – 0.06% 123
2026
Q1 		$342K Sell
1,263
-8
-0.6% -$2.29K 0.06% 124
2025
Q4 		$330K Sell
1,271
-168
-12% -$47K 0.05% 127
2025
Q3 		$416K Sell
1,439
-102
-7% -$29.3K 0.07% 110
2025
Q2 		$452K Buy
1,541
+9
+0.6% +$2.66K 0.08% 101
2025
Q1 		$459K Sell
1,532
-9
-0.6% -$2.69K 0.09% 98
2024
Q4 		$461K Sell
1,541
-53
-3% -$17.6K 0.09% 98
2024
Q3 		$580K Hold
1,594
– – 0.11% 90
2024
Q2 		$459K Hold
1,594
– – 0.09% 98
2024
Q1 		$462K Sell
1,594
-72
-4% -$20.6K 0.1% 96
2023
Q4 		$508K Buy
1,666
+116
+7% +$30.8K 0.13% 92
2023
Q3 		$408K Sell
1,550
-9
-0.6% -$2.52K 0.12% 95
2023
Q2 		$455K Sell
1,559
-4
-0.3% -$1.17K 0.13% 92
2023
Q1 		$453K Buy
1,563
+35
+2% +$10.3K 0.15% 90
2022
Q4 		$428K Sell
1,528
-61
-4% -$17.8K 0.16% 92
2022
Q3 		$465K Sell
1,589
-21
-1% -$6.83K 0.18% 84
2022
Q2 		$503K Hold
1,610
– – 0.18% 81
2022
Q1 		$628K Hold
1,610
– – 0.18% 77
2021
Q4 		$603K Sell
1,610
-16
-1% -$5.34K 0.17% 80
2021
Q3 		$483K Sell
1,626
-116
-7% -$36.4K 0.15% 85
2021
Q2 		$523K Sell
1,742
-45
-3% -$12.6K 0.16% 81
2021
Q1 		$440K Sell
1,787
-170
-9% -$39.6K 0.15% 86
2020
Q4 		$451K Hold
1,957
– – 0.16% 85
2020
Q3 		$435K Sell
1,957
-60
-3% -$12.3K 0.18% 84
2020
Q2 		$387K Sell
2,017
-213
-10% -$41.1K 0.17% 84
2020
Q1 		$442K Sell
2,230
-74
-3% -$15.9K 0.24% 84
2019
Q4 		$495K Sell
2,304
-2
-0.1% -$444 0.23% 88
2019
Q3 		$565K Sell
2,306
-62
-3% -$15.6K 0.3% 80
2019
Q2 		$563K Sell
2,368
-35
-1% -$8.03K 0.29% 85
2019
Q1 		$523K Hold
2,403
– – 0.27% 86
2018
Q4 		$486K Sell
2,403
-105
-4% -$21.4K 0.29% 84
2018
Q3 		$506K Sell
2,508
-113
-4% -$24.4K 0.25% 81
2018
Q2 		$594K Hold
2,621
– – 0.32% 77
2018
Q1 		$525K Sell
2,621
-80
-3% -$15.6K 0.3% 77
2017
Q4 		$565K Sell
2,701
-575
-18% -$122K 0.33% 76
2017
Q3 		$701K Sell
3,276
-40
-1% -$8.27K 0.43% 69
2017
Q2 		$691K Sell
3,316
-230
-6% -$49.5K 0.44% 64
2017
Q1 		$777K Hold
3,546
– – 0.48% 64
2016
Q4 		$792K Buy
3,546
+547
+18% +$116K 0.52% 62
2016
Q3 		$669K Buy
2,999
+155
+5% +$36.2K 0.54% 58
2016
Q2 		$727K Buy
2,844
+109
+4% +$28K 0.6% 54
2016
Q1 		$754K Sell
2,735
-460
-14% -$116K 0.64% 53
2015
Q4 		$791K Buy
3,195
+145
+5% +$33.9K 0.61% 56
2015
Q3 		$645K Buy
3,050
+580
+23% +$118K 0.5% 62
2015
Q2 		$455K Buy
2,470
+480
+24% +$92.1K 0.33% 85
2015
Q1 		$392K Buy
1,990
+460
+30% +$91.1K 0.28% 95
2014
Q4 		$283K Buy
+1,530
New +$277K 0.21% 107

Other funds holding PSA

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Blue Fin Capital's PSA Position: Q2 2026 in Review

Blue Fin Capital held its Public Storage (PSA) position steady in Q2 2026 at 1,263 shares worth $402K. The position accounts for 0.06% of the portfolio, ranked #123.

Blue Fin Capital first reported a position in PSA in Q4 2014 and has held it in 47 quarters since. The position peaked at $792K in Q4 2016. 502 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Blue Fin Capital held 1,263 shares of Public Storage worth $402K as of Q2 2026.
  • Blue Fin Capital left its Public Storage share count unchanged in Q2 2026.
  • Public Storage made up 0.06% of Blue Fin Capital's portfolio in Q2 2026, its #123 holding.
  • Blue Fin Capital first reported a position in Public Storage in Q4 2014 and has held it in 47 quarters since.
  • Blue Fin Capital's Public Storage position peaked at $792K in Q4 2016.
  • 502 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Blue Fin Capital's 13F filing for Q2 2026, filed 4 Aug 2026.