Compass Financial Management’s Public Storage PSA Stock Holding History

Compass Financial 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	$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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Compass Financial Management's PSA Position: Q2 2026 in Review

Compass Financial Management 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.

1,062 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Compass Financial Management held 25 shares of Public Storage worth $7.8K as of Q2 2026.
Public Storage was a new Compass Financial Management position in Q2 2026.
Public Storage made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1109 holding.
1,062 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.