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Crestwood Advisors Group’s Public Storage PSA Stock Holding History

Crestwood Advisors 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 		$645K Buy
2,028
+1,038
+105% +$318K 0.01% 412
2026
Q1 		$268K Buy
990
+66
+7% +$18.9K ﹤0.01% 628
2025
Q4 		$240K Buy
924
+140
+18% +$39.2K ﹤0.01% 602
2025
Q3 		$226K Buy
+784
New +$225K ﹤0.01% 528

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

Crestwood Advisors Group's PSA Position: Q2 2026 in Review

Crestwood Advisors Group increased its Public Storage (PSA) stake by 105% in Q2 2026, buying an estimated $318K and bringing the position to 2,028 shares worth $645K. The position accounts for 0.01% of the portfolio, ranked #412.

Crestwood Advisors Group first reported a position in PSA in Q3 2025 and has held it in 4 quarters since. 1,118 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Crestwood Advisors Group held 2,028 shares of Public Storage worth $645K as of Q2 2026.
  • Crestwood Advisors Group bought 1,038 Public Storage shares in Q2 2026, an estimated $318K.
  • Public Storage made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #412 holding.
  • Crestwood Advisors Group first reported a position in Public Storage in Q3 2025 and has held it in 4 quarters since.
  • 1,118 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.