BFC Planning, Inc.’s Public Storage PSA Stock Holding History

BFC Planning, Inc.’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	$2.3M	Sell	7,241 -930	-11%	-$285K	0.09%	216
2026 Q1	$2.21M	Buy	8,171 +874	+12%	+$251K	0.1%	214
2025 Q4	$1.89M	Buy	7,297 +4,521	+163%	+$1.27M	0.08%	233
2025 Q3	$802K	Buy	2,776 +240	+9%	+$68.9K	0.06%	276
2025 Q2	$744K	Sell	2,536 -402	-14%	-$119K	0.06%	280
2025 Q1	$879K	Buy	2,938 +4	+0.1%	+$1.2K	0.08%	223
2024 Q4	$879K	Buy	+2,934	New	+$974K	0.07%	221

Other funds holding PSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BFC Planning, Inc.'s PSA Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Public Storage (PSA) stake by 11% in Q2 2026, selling an estimated $285K and leaving 7,241 shares worth $2.3M. The position accounts for 0.09% of the portfolio, ranked #216.

BFC Planning, Inc. first reported a position in PSA in Q4 2024 and has held it in 7 quarters since. 1,132 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

BFC Planning, Inc. held 7,241 shares of Public Storage worth $2.3M as of Q2 2026.
BFC Planning, Inc. sold 930 Public Storage shares in Q2 2026, an estimated $285K.
Public Storage made up 0.09% of BFC Planning, Inc.'s portfolio in Q2 2026, its #216 holding.
BFC Planning, Inc. first reported a position in Public Storage in Q4 2024 and has held it in 7 quarters since.
1,132 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.