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Legacy Financial Independent Advisors’s Public Storage PSA Stock Holding History

Legacy Financial Independent Advisors’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 		$4.67M Buy
14,684
+413
+3% +$126K 2.2% 12
2026
Q1 		$3.87M Buy
+14,271
New +$4.09M 2.01% 20

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

Legacy Financial Independent Advisors's PSA Position: Q2 2026 in Review

Legacy Financial Independent Advisors increased its Public Storage (PSA) stake by 2.9% in Q2 2026, buying an estimated $126K and bringing the position to 14,684 shares worth $4.67M. The position accounts for 2.2% of the portfolio, ranked #12.

Legacy Financial Independent Advisors first reported a position in PSA in Q1 2026 and has held it in 2 quarters since. 1,115 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Legacy Financial Independent Advisors held 14,684 shares of Public Storage worth $4.67M as of Q2 2026.
  • Legacy Financial Independent Advisors bought 413 Public Storage shares in Q2 2026, an estimated $126K.
  • Public Storage made up 2.2% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #12 holding.
  • Legacy Financial Independent Advisors first reported a position in Public Storage in Q1 2026 and has held it in 2 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.