CCWM
PSA icon

Cassaday & Co Wealth Management’s Public Storage PSA Stock Holding History

Cassaday & Co Wealth Management’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 		$88.8K Hold
279
– – ﹤0.01% 507
2026
Q1 		$75.6K Buy
+279
New +$80K ﹤0.01% 524

Other funds holding PSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cassaday & Co Wealth Management's PSA Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Public Storage (PSA) position steady in Q2 2026 at 279 shares worth $88.8K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Cassaday & Co Wealth Management first reported a position in PSA in Q1 2026 and has held it in 2 quarters since. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Cassaday & Co Wealth Management held 279 shares of Public Storage worth $88.8K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Public Storage share count unchanged in Q2 2026.
  • Public Storage made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #507 holding.
  • Cassaday & Co Wealth Management first reported a position in Public Storage in Q1 2026 and has held it in 2 quarters since.
  • 1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.