COMPASS FINANCIAL MANAGEMENT LLC’s Public Storage PSA Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$7.8K	Buy	+25	New	+$7.65K	﹤0.01%	1109

Other funds holding PSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's PSA Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Public Storage (PSA) in Q2 2026: 25 shares worth $7.8K. The stake represents ﹤0.01% of the portfolio and ranks #1109 among its holdings.

875 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 25 shares of Public Storage worth $7.8K as of Q2 2026.
Public Storage was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Public Storage made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1109 holding.
875 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.