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Independent Financial Group’s Public Storage PSA Stock Holding History

Independent 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 		$643K Sell
2,019
-2
-0.1% -$612 0.01% 872
2026
Q1 		$547K Buy
2,021
+260
+15% +$74.6K 0.01% 889
2025
Q4 		$457K Sell
1,761
-711
-29% -$199K 0.01% 946
2025
Q3 		$714K Sell
2,472
-349
-12% -$100K 0.02% 716
2025
Q2 		$828K Buy
2,821
+237
+9% +$70.2K 0.02% 605
2025
Q1 		$773K Sell
2,584
-131
-5% -$39.2K 0.03% 556
2024
Q4 		$813K Sell
2,715
-189
-7% -$62.7K 0.03% 535
2024
Q3 		$1.06M Sell
2,904
-265
-8% -$86K 0.04% 430
2024
Q2 		$912K Sell
3,169
-18
-0.6% -$4.96K 0.04% 427
2024
Q1 		$924K Buy
3,187
+1,038
+48% +$298K 0.04% 397
2023
Q4 		$655K Buy
2,149
+62
+3% +$16.5K 0.04% 486
2023
Q3 		$550K Sell
2,087
-16
-0.8% -$4.49K 0.04% 463
2023
Q2 		$614K Buy
2,103
+120
+6% +$35K 0.04% 426
2023
Q1 		$599K Buy
1,983
+329
+20% +$96.7K 0.05% 405
2022
Q4 		$463K Buy
1,654
+71
+4% +$20.7K 0.04% 434
2022
Q3 		$464K Sell
1,583
-2
-0.1% -$651 0.04% 413
2022
Q2 		$496K Sell
1,585
-187
-11% -$64.7K 0.05% 391
2022
Q1 		$692K Sell
1,772
-544
-23% -$197K 0.06% 346
2021
Q4 		$868K Buy
2,316
+451
+24% +$151K 0.07% 283
2021
Q3 		$554K Buy
1,865
+431
+30% +$135K 0.06% 336
2021
Q2 		$431K Buy
1,434
+33
+2% +$9.26K 0.05% 413
2021
Q1 		$346K Buy
1,401
+164
+13% +$38.2K 0.04% 428
2020
Q4 		$286K Buy
1,237
+102
+9% +$23.4K 0.04% 434
2020
Q3 		$253K Sell
1,135
-19
-2% -$3.88K 0.05% 389
2020
Q2 		$221K Buy
+1,154
New +$223K 0.05% 393

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 $3.37T AUM 44.26% 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

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

Independent Financial Group reduced its Public Storage (PSA) stake by 0.1% in Q2 2026, selling an estimated $612 and leaving 2,019 shares worth $643K. The position accounts for 0.01% of the portfolio, ranked #872.

Independent Financial Group first reported a position in PSA in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.06M in Q3 2024. 1,118 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Independent Financial Group held 2,019 shares of Public Storage worth $643K as of Q2 2026.
  • Independent Financial Group sold 2 Public Storage shares in Q2 2026, an estimated $612.
  • Public Storage made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #872 holding.
  • Independent Financial Group first reported a position in Public Storage in Q2 2020 and has held it in 25 quarters since.
  • Independent Financial Group's Public Storage position peaked at $1.06M in Q3 2024.
  • 1,118 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.