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Bragg Financial Advisors’s Public Storage PSA Stock Holding History

Bragg Financial Advisors’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
Q1 		$2.87M Buy
10,587
+8,437
+392% +$2.42M 0.09% 166
2025
Q4 		$558K Sell
2,150
-65
-3% -$18.2K 0.02% 258
2025
Q3 		$640K Sell
2,215
-96
-4% -$27.6K 0.02% 246
2025
Q2 		$678K Sell
2,311
-490
-17% -$145K 0.02% 240
2025
Q1 		$838K Hold
2,801
– – 0.03% 221
2024
Q4 		$839K Sell
2,801
-166
-6% -$55.1K 0.03% 216
2024
Q3 		$1.08M Sell
2,967
-149
-5% -$48.4K 0.04% 206
2024
Q2 		$896K Sell
3,116
-474
-13% -$131K 0.04% 208
2024
Q1 		$1.04M Sell
3,590
-143
-4% -$41K 0.05% 199
2023
Q4 		$1.14M Sell
3,733
-293
-7% -$77.7K 0.05% 194
2023
Q3 		$1.06M Buy
4,026
+63
+2% +$17.7K 0.06% 195
2023
Q2 		$1.16M Sell
3,963
-104
-3% -$30.3K 0.06% 190
2023
Q1 		$1.23M Sell
4,067
-71
-2% -$20.9K 0.07% 184
2022
Q4 		$1.16M Buy
4,138
+494
+14% +$144K 0.07% 185
2022
Q3 		$1.07M Sell
3,644
-62
-2% -$20.2K 0.07% 180
2022
Q2 		$1.16M Buy
3,706
+7
+0.2% +$2.42K 0.08% 177
2022
Q1 		$1.44M Sell
3,699
-475
-11% -$172K 0.08% 172
2021
Q4 		$1.24M Hold
4,174
– – 0.08% 174
2021
Q3 		$1.24M Sell
4,174
-96
-2% -$30.1K 0.08% 174
2021
Q2 		$1.28M Sell
4,270
-394
-8% -$111K 0.08% 172
2021
Q1 		$1.15M Sell
4,664
-282
-6% -$65.7K 0.08% 174
2020
Q4 		$1.14M Sell
4,946
-494
-9% -$113K 0.1% 160
2020
Q3 		$1.21M Sell
5,440
-3,284
-38% -$671K 0.12% 148
2020
Q2 		$1.67M Sell
8,724
-3,483
-29% -$672K 0.19% 129
2020
Q1 		$2.42M Sell
12,207
-1,589
-12% -$340K 0.33% 101
2019
Q4 		$2.94M Buy
13,796
+1,562
+13% +$347K 0.33% 105
2019
Q3 		$3M Buy
12,234
+826
+7% +$207K 0.36% 96
2019
Q2 		$2.72M Buy
11,408
+987
+9% +$226K 0.33% 102
2019
Q1 		$2.27M Buy
10,421
+286
+3% +$59.9K 0.29% 111
2018
Q4 		$2.05M Buy
10,135
+619
+7% +$126K 0.31% 110
2018
Q3 		$1.92M Buy
9,516
+147
+2% +$31.7K 0.26% 123
2018
Q2 		$2.13M Buy
9,369
+1,680
+22% +$350K 0.3% 116
2018
Q1 		$1.54M Buy
7,689
+1,929
+33% +$376K 0.23% 136
2017
Q4 		$1.2M Buy
5,760
+1,300
+29% +$275K 0.17% 151
2017
Q3 		$954K Buy
4,460
+1,015
+29% +$210K 0.15% 161
2017
Q2 		$718K Buy
3,445
+910
+36% +$196K 0.11% 176
2017
Q1 		$555K Buy
2,535
+1,465
+137% +$324K 0.09% 193
2016
Q4 		$239K Buy
+1,070
New +$228K 0.04% 241

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

Bragg Financial Advisors's PSA Position: Q1 2026 in Review

Bragg Financial Advisors increased its Public Storage (PSA) stake by 392% in Q1 2026, buying an estimated $2.42M and bringing the position to 10,587 shares worth $2.87M. The position accounts for 0.09% of the portfolio, ranked #166.

Bragg Financial Advisors first reported a position in PSA in Q4 2016 and has held it in 38 quarters since. The position peaked at $3M in Q3 2019. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Bragg Financial Advisors held 10,587 shares of Public Storage worth $2.87M as of Q1 2026.
  • Bragg Financial Advisors bought 8,437 Public Storage shares in Q1 2026, an estimated $2.42M.
  • Public Storage made up 0.09% of Bragg Financial Advisors's portfolio in Q1 2026, its #166 holding.
  • Bragg Financial Advisors first reported a position in Public Storage in Q4 2016 and has held it in 38 quarters since.
  • Bragg Financial Advisors's Public Storage position peaked at $3M in Q3 2019.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

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