EFG
SELF

Ethos Financial Group’s Global Self Storage SELF Stock Holding History

Ethos Financial Group’s Portfolio SELF Stock Details SELF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$100K Sell
19,175
-2,635
-12% -$13.8K 0.01% 611
2026
Q1 		$111K Hold
21,810
– – 0.01% 513
2025
Q4 		$111K Sell
21,810
-3,830
-15% -$19.2K 0.01% 502
2025
Q3 		$129K Hold
25,640
– – 0.01% 477
2025
Q2 		$137K Hold
25,640
– – 0.01% 442
2025
Q1 		$129K Buy
+25,640
New +$132K 0.01% 418

Other funds holding SELF

WC
Winmill & Co Walpole, New Hampshire $452M AUM 56.84% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Ethos Financial Group's SELF Position: Q2 2026 in Review

Ethos Financial Group reduced its Global Self Storage (SELF) stake by 12% in Q2 2026, selling an estimated $13.8K and leaving 19,175 shares worth $100K. The position accounts for 0.01% of the portfolio, ranked #611.

Ethos Financial Group first reported a position in SELF in Q1 2025 and has held it in 6 quarters since. The position peaked at $137K in Q2 2025. 52 funds tracked by Wall St. Rank hold SELF as of Q2 2026.

  • Ethos Financial Group held 19,175 shares of Global Self Storage worth $100K as of Q2 2026.
  • Ethos Financial Group sold 2,635 Global Self Storage shares in Q2 2026, an estimated $13.8K.
  • Global Self Storage made up 0.01% of Ethos Financial Group's portfolio in Q2 2026, its #611 holding.
  • Ethos Financial Group first reported a position in Global Self Storage in Q1 2025 and has held it in 6 quarters since.
  • Ethos Financial Group's Global Self Storage position peaked at $137K in Q2 2025.
  • 52 funds tracked by Wall St. Rank held Global Self Storage as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.