Harbor Asset Planning
PSA icon

Harbor Asset Planning’s Public Storage PSA Stock Holding History

Harbor Asset Planning’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
Q3 		$24.3K Hold
86
– – 0.02% 294
2026
Q2 		$27.4K Hold
86
– – 0.02% 283
2026
Q1 		$23.3K Hold
86
– – 0.02% 285
2025
Q4 		$22.3K Hold
86
– – 0.02% 282
2025
Q3 		$24.8K Hold
86
– – 0.02% 262
2025
Q2 		$25.2K Buy
+86
New +$25.5K 0.02% 254

Other funds holding PSA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Harbor Asset Planning's PSA Position: Q3 2026 in Review

Harbor Asset Planning held its Public Storage (PSA) position steady in Q3 2026 at 86 shares worth $24.3K. The position accounts for 0.02% of the portfolio, ranked #294.

Harbor Asset Planning first reported a position in PSA in Q2 2025 and has held it in 6 quarters since. The position peaked at $27.4K in Q2 2026. 706 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • Harbor Asset Planning held 86 shares of Public Storage worth $24.3K as of Q3 2026.
  • Harbor Asset Planning left its Public Storage share count unchanged in Q3 2026.
  • Public Storage made up 0.02% of Harbor Asset Planning's portfolio in Q3 2026, its #294 holding.
  • Harbor Asset Planning first reported a position in Public Storage in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's Public Storage position peaked at $27.4K in Q2 2026.
  • 706 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.