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Financial Planning Hawaii’s Public Storage PSA Stock Holding History

Financial Planning Hawaii’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 		$471K Hold
1,480
– – 0.25% 80
2026
Q1 		$401K Hold
1,480
– – 0.24% 88
2025
Q4 		$384K Buy
+1,480
New +$414K 0.22% 93

Other funds holding PSA

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Financial Planning Hawaii's PSA Position: Q2 2026 in Review

Financial Planning Hawaii held its Public Storage (PSA) position steady in Q2 2026 at 1,480 shares worth $471K. The position accounts for 0.25% of the portfolio, ranked #80.

Financial Planning Hawaii first reported a position in PSA in Q4 2025 and has held it in 3 quarters since. 584 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Financial Planning Hawaii held 1,480 shares of Public Storage worth $471K as of Q2 2026.
  • Financial Planning Hawaii left its Public Storage share count unchanged in Q2 2026.
  • Public Storage made up 0.25% of Financial Planning Hawaii's portfolio in Q2 2026, its #80 holding.
  • Financial Planning Hawaii first reported a position in Public Storage in Q4 2025 and has held it in 3 quarters since.
  • 584 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.