LPL Financial’s Global Self Storage SELF Stock Holding History

LPL Financial’s Portfolio SELF Stock Details SELF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$148K	Buy	28,172 +203	+0.7%	+$1.07K	﹤0.01%	5840
2026 Q1	$143K	Sell	27,969 -9,945	-26%	-$50.4K	﹤0.01%	5598
2025 Q4	$193K	Sell	37,914 -2,750	-7%	-$13.8K	﹤0.01%	5454
2025 Q3	$205K	Sell	40,664 -63,499	-61%	-$331K	﹤0.01%	5339
2025 Q2	$556K	Sell	104,163 -1,151	-1%	-$6.15K	﹤0.01%	4288
2025 Q1	$531K	Buy	105,314 +5,022	+5%	+$25.8K	﹤0.01%	4117
2024 Q4	$535K	Sell	100,292 -18,485	-16%	-$94.5K	﹤0.01%	4039
2024 Q3	$619K	Buy	118,777 +7,615	+7%	+$38.6K	﹤0.01%	3822
2024 Q2	$540K	Sell	111,162 -8,912	-7%	-$41.5K	﹤0.01%	3809
2024 Q1	$534K	Sell	120,074 -5,910	-5%	-$25.9K	﹤0.01%	3719
2023 Q4	$584K	Sell	125,984 -7,700	-6%	-$35.8K	﹤0.01%	3547
2023 Q3	$650K	Sell	133,684 -525	-0.4%	-$2.63K	﹤0.01%	3273
2023 Q2	$678K	Sell	134,209 -4,578	-3%	-$23.3K	﹤0.01%	3187
2023 Q1	$713K	Buy	138,787 +21,730	+19%	+$114K	﹤0.01%	3034
2022 Q4	$571K	Buy	117,057 +8,574	+8%	+$43.9K	﹤0.01%	3130
2022 Q3	$636K	Sell	108,483 -976	-0.9%	-$5.6K	﹤0.01%	2927
2022 Q2	$616K	Buy	109,459 +6,782	+7%	+$40.2K	﹤0.01%	3025
2022 Q1	$575K	Buy	102,677 +14,000	+16%	+$81.1K	﹤0.01%	3083
2021 Q4	$505K	Sell	88,677 -2,510	-3%	-$13.3K	﹤0.01%	3273
2021 Q3	$470K	Buy	91,187 +3,057	+3%	+$15.9K	﹤0.01%	3280
2021 Q2	$459K	Buy	88,130 +14,393	+20%	+$76.9K	﹤0.01%	3236
2021 Q1	$351K	Buy	73,737 +7,510	+11%	+$32.7K	﹤0.01%	3344
2020 Q4	$266K	Buy	66,227 +3,307	+5%	+$13.3K	﹤0.01%	3303
2020 Q3	$252K	Sell	62,920 -2,246	-3%	-$8.76K	﹤0.01%	3028
2020 Q2	$251K	Sell	65,166 -1,000	-2%	-$3.81K	﹤0.01%	2964
2020 Q1	$232K	Sell	66,166 -11,138	-14%	-$45.7K	﹤0.01%	2697
2019 Q4	$332K	Buy	77,304 +22,951	+42%	+$100K	﹤0.01%	2697
2019 Q3	$259K	Sell	54,353 -2,000	-4%	-$8.66K	﹤0.01%	2799
2019 Q2	$212K	Sell	56,353 -5,352	-9%	-$20.4K	﹤0.01%	2983
2019 Q1	$238K	Buy	61,705 +2,038	+3%	+$8.01K	﹤0.01%	2821
2018 Q4	$234K	Buy	59,667 +1,852	+3%	+$7.43K	﹤0.01%	2683
2018 Q3	$242K	Buy	57,815 +26,370	+84%	+$109K	﹤0.01%	2855
2018 Q2	$130K	Buy	31,445 +13,345	+74%	+$55.5K	﹤0.01%	3078
2018 Q1	$80K	Buy	+18,100	New	+$80.5K	﹤0.01%	3094

Other funds holding SELF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MCM

Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 1-Year Est. Return

BEAM

Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AlphaCentric Advisors San Juan, Puerto Rico $118M AUM

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

LPL Financial's SELF Position: Q2 2026 in Review

LPL Financial increased its Global Self Storage (SELF) stake by 0.73% in Q2 2026, buying an estimated $1.07K and bringing the position to 28,172 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #5840.

LPL Financial first reported a position in SELF in Q1 2018 and has held it in 34 quarters since. The position peaked at $713K in Q1 2023. 19 funds tracked by Wall St. Rank hold SELF as of Q2 2026.

LPL Financial held 28,172 shares of Global Self Storage worth $148K as of Q2 2026.
LPL Financial bought 203 Global Self Storage shares in Q2 2026, an estimated $1.07K.
Global Self Storage made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5840 holding.
LPL Financial first reported a position in Global Self Storage in Q1 2018 and has held it in 34 quarters since.
LPL Financial's Global Self Storage position peaked at $713K in Q1 2023.
19 funds tracked by Wall St. Rank held Global Self Storage as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.