MBT
PSA icon

Montecito Bank & Trust’s Public Storage PSA Stock Holding History

Montecito Bank & Trust’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 		$763K Buy
2,398
+45
+2% +$13.8K 0.11% 161
2026
Q1 		$637K Sell
2,353
-201
-8% -$57.6K 0.1% 172
2025
Q4 		$663K Sell
2,554
-1,058
-29% -$296K 0.11% 173
2025
Q3 		$1.04M Buy
+3,612
New +$1.04M 0.16% 133
2025
Q1 		$1.01M Sell
3,365
-51
-1% -$15.3K 0.18% 129
2024
Q4 		$1.02M Buy
3,416
+268
+9% +$88.9K 0.18% 129
2024
Q3 		$1.15M Buy
3,148
+770
+32% +$250K 0.2% 120
2024
Q2 		$684K Sell
2,378
-4
-0.2% -$1.1K 0.14% 142
2024
Q1 		$691K Sell
2,382
-350
-13% -$100K 0.14% 146
2023
Q4 		$833K Sell
2,732
-82
-3% -$21.8K 0.18% 129
2023
Q3 		$742K Hold
2,814
– – 0.17% 134
2023
Q2 		$821K Buy
2,814
+1,676
+147% +$488K 0.19% 132
2023
Q1 		$344K Buy
1,138
+296
+35% +$87K 0.08% 192
2022
Q4 		$235K Hold
842
– – 0.06% 226
2022
Q3 		$246K Sell
842
-10
-1% -$3.25K 0.06% 212
2022
Q2 		$266K Buy
852
+235
+38% +$81.4K 0.06% 209
2022
Q1 		$241K Hold
617
– – 0.05% 246
2021
Q4 		$231K Buy
+617
New +$206K 0.04% 248

Other funds holding PSA

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Montecito Bank & Trust's PSA Position: Q2 2026 in Review

Montecito Bank & Trust increased its Public Storage (PSA) stake by 1.9% in Q2 2026, buying an estimated $13.8K and bringing the position to 2,398 shares worth $763K. The position accounts for 0.11% of the portfolio, ranked #161.

Montecito Bank & Trust first reported a position in PSA in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.15M in Q3 2024. 182 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Montecito Bank & Trust held 2,398 shares of Public Storage worth $763K as of Q2 2026.
  • Montecito Bank & Trust bought 45 Public Storage shares in Q2 2026, an estimated $13.8K.
  • Public Storage made up 0.11% of Montecito Bank & Trust's portfolio in Q2 2026, its #161 holding.
  • Montecito Bank & Trust first reported a position in Public Storage in Q4 2021 and has held it in 18 quarters since.
  • Montecito Bank & Trust's Public Storage position peaked at $1.15M in Q3 2024.
  • 182 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.