Key Financial Inc’s Public Storage PSA Stock Holding History

Key Financial 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	–	Sell	-4	Closed	-$1.08K	–	1435
2026 Q1	$1.08K	Hold	4	–	–	﹤0.01%	1245
2025 Q4	$1.04K	Hold	4	–	–	﹤0.01%	1252
2025 Q3	$1.16K	Hold	4	–	–	﹤0.01%	1252
2025 Q2	$1.17K	Hold	4	–	–	﹤0.01%	1252
2025 Q1	$1.2K	Hold	4	–	–	﹤0.01%	1203
2024 Q4	$1.2K	Hold	4	–	–	﹤0.01%	1211
2024 Q3	$1.46K	Hold	4	–	–	﹤0.01%	1144
2024 Q2	$1.15K	Hold	4	–	–	﹤0.01%	1169
2024 Q1	$1.16K	Hold	4	–	–	﹤0.01%	1167
2023 Q4	$1.22K	Hold	4	–	–	﹤0.01%	1155
2023 Q3	$1.05K	Sell	4 -15	-79%	-$4.21K	﹤0.01%	1185
2023 Q2	$5.55K	Buy	19 +15	+375%	+$4.37K	﹤0.01%	900
2023 Q1	$1.21K	Hold	4	–	–	﹤0.01%	1011
2022 Q4	$1.17K	Hold	4	–	–	﹤0.01%	1014
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	1066
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	1046
2022 Q1	$2K	Hold	4	–	–	﹤0.01%	942
2021 Q4	$2K	Hold	4	–	–	﹤0.01%	839
2021 Q3	$1K	Buy	+4	New	+$1.25K	﹤0.01%	881

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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return

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

Key Financial Inc's PSA Position: Q2 2026 in Review

Key Financial Inc sold out of Public Storage (PSA) in Q2 2026, closing a stake of 4 shares — an estimated $1.08K sold.

Key Financial Inc first reported a position in PSA in Q3 2021 and held it in 19 quarters. The position peaked at $5.55K in Q2 2023. 1,126 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Key Financial Inc reported no remaining Public Storage position as of Q2 2026 after selling out during the quarter.
Key Financial Inc sold 4 Public Storage shares in Q2 2026, an estimated $1.08K.
Key Financial Inc first reported a position in Public Storage in Q3 2021 and held it in 19 quarters.
Key Financial Inc's Public Storage position peaked at $5.55K in Q2 2023.
1,126 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.