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Merit Financial Group’s Public Storage PSA Stock Holding History

Merit 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 		$1.93M Buy
6,056
+264
+5% +$80.8K 0.01% 767
2026
Q1 		$1.57M Sell
5,792
-277
-5% -$79.4K 0.01% 784
2025
Q4 		$1.58M Sell
6,069
-4,230
-41% -$1.18M 0.01% 734
2025
Q3 		$2.98M Sell
10,299
-2,847
-22% -$817K 0.03% 445
2025
Q2 		$3.86M Buy
13,146
+5,722
+77% +$1.69M 0.04% 340
2025
Q1 		$2.22M Sell
7,424
-943
-11% -$282K 0.03% 392
2024
Q4 		$2.51M Buy
8,367
+4,272
+104% +$1.42M 0.05% 312
2024
Q3 		$1.49M Sell
4,095
-3,382
-45% -$1.1M 0.03% 337
2024
Q2 		$2.15M Buy
7,477
+2,774
+59% +$765K 0.05% 258
2024
Q1 		$1.25M Buy
4,703
+408
+9% +$117K 0.03% 347
2023
Q4 		$1.31M Buy
4,295
+94
+2% +$24.9K 0.04% 260
2023
Q3 		$1.11M Buy
4,201
+28
+0.7% +$7.85K 0.04% 302
2023
Q2 		$1.22M Buy
4,173
+40
+1% +$11.7K 0.04% 299
2023
Q1 		$1.25M Hold
4,133
– – 0.05% 261
2022
Q4 		$1.16M Buy
4,133
+70
+2% +$20.4K 0.04% 271
2022
Q3 		$1.19M Buy
4,063
+67
+2% +$21.8K 0.05% 224
2022
Q2 		$1.25M Buy
3,996
+11
+0.3% +$3.81K 0.04% 228
2022
Q1 		$1.55M Buy
3,985
+6
+0.2% +$2.18K 0.09% 120
2021
Q4 		$1.49M Buy
3,979
+70
+2% +$23.4K 0.15% 77
2021
Q3 		$1.16M Buy
3,909
+3
+0.1% +$941 0.12% 85
2021
Q2 		$1.18M Buy
3,906
+168
+4% +$47.1K 0.11% 86
2021
Q1 		$922K Buy
3,738
+977
+35% +$228K 0.1% 97
2020
Q4 		$637K Sell
2,761
-400
-13% -$91.7K 0.06% 116
2020
Q3 		$704K Hold
3,161
– – 0.06% 111
2020
Q2 		$607K Buy
3,161
+401
+15% +$77.4K 0.06% 111
2020
Q1 		$548K Sell
2,760
-75
-3% -$16.1K 0.06% 113
2019
Q4 		$604K Buy
+2,835
New +$629K 0.05% 121

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

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

Merit Financial Group increased its Public Storage (PSA) stake by 4.6% in Q2 2026, buying an estimated $80.8K and bringing the position to 6,056 shares worth $1.93M. The position accounts for 0.01% of the portfolio, ranked #767.

Merit Financial Group first reported a position in PSA in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.86M in Q2 2025. 1,118 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Merit Financial Group held 6,056 shares of Public Storage worth $1.93M as of Q2 2026.
  • Merit Financial Group bought 264 Public Storage shares in Q2 2026, an estimated $80.8K.
  • Public Storage made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #767 holding.
  • Merit Financial Group first reported a position in Public Storage in Q4 2019 and has held it in 27 quarters since.
  • Merit Financial Group's Public Storage position peaked at $3.86M in Q2 2025.
  • 1,118 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.