Fiduciary Financial Group’s Public Storage PSA Stock Holding History

Fiduciary Financial 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	$451K	Sell	1,416 -25	-2%	-$7.65K	0.05%	219
2026 Q1	$390K	Sell	1,441 -28	-2%	-$8.03K	0.05%	227
2025 Q4	$381K	Buy	1,469 +79	+6%	+$22.1K	0.05%	223
2025 Q3	$402K	Buy	1,390 +78	+6%	+$22.4K	0.06%	191
2025 Q2	$391K	Buy	1,312 +84	+7%	+$24.9K	0.07%	169
2025 Q1	$341K	Buy	1,228 +64	+5%	+$19.1K	0.07%	165
2024 Q4	$336K	Sell	1,164 -1	-0.1%	-$332	0.07%	166
2024 Q3	$405K	Buy	1,165 +60	+5%	+$19.5K	0.09%	142
2024 Q2	$338K	Buy	+1,105	New	+$305K	0.08%	164

Other funds holding PSA

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Fiduciary Financial Group's PSA Position: Q2 2026 in Review

Fiduciary Financial Group reduced its Public Storage (PSA) stake by 1.7% in Q2 2026, selling an estimated $7.65K and leaving 1,416 shares worth $451K. The position accounts for 0.05% of the portfolio, ranked #219.

Fiduciary Financial Group first reported a position in PSA in Q2 2024 and has held it in 9 quarters since. 446 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Fiduciary Financial Group held 1,416 shares of Public Storage worth $451K as of Q2 2026.
Fiduciary Financial Group sold 25 Public Storage shares in Q2 2026, an estimated $7.65K.
Public Storage made up 0.05% of Fiduciary Financial Group's portfolio in Q2 2026, its #219 holding.
Fiduciary Financial Group first reported a position in Public Storage in Q2 2024 and has held it in 9 quarters since.
446 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.