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Cornerstone Planning Group’s Public Storage PSA Stock Holding History

Cornerstone Planning Group’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 		$36.8K Sell
118
-2
-2% -$612 ﹤0.01% 479
2026
Q1 		$35.7K Buy
120
+21
+21% +$6.02K ﹤0.01% 490
2025
Q4 		$27K Sell
99
-11,673
-99% -$3.27M ﹤0.01% 512
2025
Q3 		$951K Buy
11,772
+11,694
+14,992% +$3.36M 0.15% 63
2025
Q2 		$21.9K Buy
78
+1
+1% +$296 ﹤0.01% 402
2025
Q1 		$22.7K Buy
77
+58
+305% +$17.3K 0.01% 382
2024
Q4 		$5.65K Buy
19
+4
+27% +$1.33K ﹤0.01% 553
2024
Q3 		$4.97K Buy
15
+2
+15% +$649 ﹤0.01% 572
2024
Q2 		$3.95K Buy
13
+1
+8% +$276 ﹤0.01% 624
2024
Q1 		$3.19K Buy
12
+3
+33% +$860 ﹤0.01% 591
2023
Q4 		$2.75K Sell
9
-2
-18% -$531 ﹤0.01% 588
2023
Q3 		$2.9K Hold
11
– – ﹤0.01% 600
2023
Q2 		$3.21K Buy
+11
New +$3.21K ﹤0.01% 1043

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

Cornerstone Planning Group's PSA Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Public Storage (PSA) stake by 1.7% in Q2 2026, selling an estimated $612 and leaving 118 shares worth $36.8K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Cornerstone Planning Group first reported a position in PSA in Q2 2023 and has held it in 13 quarters since. The position peaked at $951K in Q3 2025. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Cornerstone Planning Group held 118 shares of Public Storage worth $36.8K as of Q2 2026.
  • Cornerstone Planning Group sold 2 Public Storage shares in Q2 2026, an estimated $612.
  • Public Storage made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #479 holding.
  • Cornerstone Planning Group first reported a position in Public Storage in Q2 2023 and has held it in 13 quarters since.
  • Cornerstone Planning Group's Public Storage position peaked at $951K in Q3 2025.
  • 1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.