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Great Valley Advisor Group’s Public Storage PSA Stock Holding History

Great Valley Advisor 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 		$680K Sell
2,137
-7
-0.3% -$2.14K 0.01% 629
2026
Q1 		$581K Sell
2,144
-757
-26% -$217K 0.01% 639
2025
Q4 		$753K Sell
2,901
-42
-1% -$11.8K 0.01% 536
2025
Q3 		$851K Buy
2,943
+812
+38% +$233K 0.02% 500
2025
Q2 		$626K Buy
2,131
+8
+0.4% +$2.37K 0.01% 549
2025
Q1 		$635K Hold
2,123
– – 0.01% 535
2024
Q4 		$636K Buy
2,123
+1
+0% +$332 0.01% 530
2024
Q3 		$773K Buy
2,122
+53
+3% +$17.2K 0.02% 471
2024
Q2 		$595K Buy
2,069
+28
+1% +$7.72K 0.02% 494
2024
Q1 		$592K Sell
2,041
-31
-1% -$8.89K 0.02% 454
2023
Q4 		$632K Buy
2,072
+36
+2% +$9.55K 0.02% 411
2023
Q3 		$536K Buy
2,036
+9
+0.4% +$2.52K 0.02% 421
2023
Q2 		$592K Buy
+2,027
New +$591K 0.02% 409

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 $3.38T AUM 44.17% 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

Great Valley Advisor Group's PSA Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Public Storage (PSA) stake by 0.33% in Q2 2026, selling an estimated $2.14K and leaving 2,137 shares worth $680K. The position accounts for 0.01% of the portfolio, ranked #629.

Great Valley Advisor Group first reported a position in PSA in Q2 2023 and has held it in 13 quarters since. The position peaked at $851K in Q3 2025. 1,127 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Great Valley Advisor Group held 2,137 shares of Public Storage worth $680K as of Q2 2026.
  • Great Valley Advisor Group sold 7 Public Storage shares in Q2 2026, an estimated $2.14K.
  • Public Storage made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #629 holding.
  • Great Valley Advisor Group first reported a position in Public Storage in Q2 2023 and has held it in 13 quarters since.
  • Great Valley Advisor Group's Public Storage position peaked at $851K in Q3 2025.
  • 1,127 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.