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Park Square Financial Group’s Iron Mountain IRM Stock Holding History

Park Square Financial Group’s Portfolio IRM Stock Details IRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.2K Sell
57
-12
-17% -$1.47K 0.07% 98
2026
Q1 		$7.05K Buy
+69
New +$6.86K 0.05% 126
2025
Q3 		– Sell
-1,386
Closed -$142K – 607
2025
Q2 		$142K Sell
1,386
-211
-13% -$19.9K 0.1% 149
2025
Q1 		$137K Sell
1,597
-1,394
-47% -$134K 0.11% 127
2024
Q4 		$314K Buy
+2,991
New +$351K 0.22% 59

Other funds holding IRM

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Park Square Financial Group's IRM Position: Q2 2026 in Review

Park Square Financial Group reduced its Iron Mountain (IRM) stake by 17% in Q2 2026, selling an estimated $1.47K and leaving 57 shares worth $7.2K. The position accounts for 0.07% of the portfolio, ranked #98.

Park Square Financial Group first reported a position in IRM in Q4 2024 and has held it in 5 quarters since. The position peaked at $314K in Q4 2024. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Park Square Financial Group held 57 shares of Iron Mountain worth $7.2K as of Q2 2026.
  • Park Square Financial Group sold 12 Iron Mountain shares in Q2 2026, an estimated $1.47K.
  • Iron Mountain made up 0.07% of Park Square Financial Group's portfolio in Q2 2026, its #98 holding.
  • Park Square Financial Group first reported a position in Iron Mountain in Q4 2024 and has held it in 5 quarters since.
  • Park Square Financial Group's Iron Mountain position peaked at $314K in Q4 2024.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.