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Marshall Financial Group (Maryland)’s Public Storage PSA Stock Holding History

Marshall Financial Group (Maryland)’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 		$1.03M Buy
3,233
+111
+4% +$34K 0.15% 129
2026
Q1 		$846K Buy
3,122
+57
+2% +$16.3K 0.14% 140
2025
Q4 		$795K Sell
3,065
-76
-2% -$21.3K 0.15% 157
2025
Q3 		$907K Buy
3,141
+129
+4% +$37K 0.18% 139
2025
Q2 		$879K Buy
+3,012
New +$892K 0.17% 144
2024
Q2 		– Sell
-7,669
Closed -$2.22M – 188
2024
Q1 		$2.22M Buy
7,669
+403
+6% +$116K 0.64% 41
2023
Q4 		$2.22M Buy
7,266
+757
+12% +$201K 0.71% 35
2023
Q3 		$1.72M Buy
6,509
+47
+0.7% +$13.2K 0.62% 47
2023
Q2 		$1.89M Buy
6,462
+242
+4% +$70.5K 0.64% 43
2023
Q1 		$1.88M Buy
6,220
+348
+6% +$102K 0.67% 40
2022
Q4 		$1.65M Buy
5,872
+601
+11% +$175K 0.64% 49
2022
Q3 		$1.54M Buy
5,271
+265
+5% +$86.2K 0.65% 37
2022
Q2 		$1.56M Buy
5,006
+1,026
+26% +$355K 0.63% 42
2022
Q1 		$1.55M Buy
3,980
+102
+3% +$37K 0.64% 38
2021
Q4 		$1.45M Buy
3,878
+3,130
+418% +$1.05M 0.54% 51
2021
Q3 		$222K Buy
+748
New +$235K 0.11% 163

Other funds holding PSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Marshall Financial Group (Maryland)'s PSA Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its Public Storage (PSA) stake by 3.6% in Q2 2026, buying an estimated $34K and bringing the position to 3,233 shares worth $1.03M. The position accounts for 0.15% of the portfolio, ranked #129.

Marshall Financial Group (Maryland) first reported a position in PSA in Q3 2021 and has held it in 16 quarters since. The position peaked at $2.22M in Q1 2024. 629 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Marshall Financial Group (Maryland) held 3,233 shares of Public Storage worth $1.03M as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 111 Public Storage shares in Q2 2026, an estimated $34K.
  • Public Storage made up 0.15% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #129 holding.
  • Marshall Financial Group (Maryland) first reported a position in Public Storage in Q3 2021 and has held it in 16 quarters since.
  • Marshall Financial Group (Maryland)'s Public Storage position peaked at $2.22M in Q1 2024.
  • 629 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.