Perigon Wealth Management’s Public Storage PSA Stock Holding History

Perigon Wealth Management’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	$240K	Buy	+754	New	+$231K	﹤0.01%	1260
2025 Q4	–	Sell	-1,728	Closed	-$499K	–	1356
2025 Q3	$499K	Buy	+1,728	New	+$496K	0.01%	744
2025 Q1	–	Sell	-754	Closed	-$225K	–	1085
2024 Q4	$225K	Buy	754 +3	+0.4%	+$996	0.01%	919
2024 Q3	$273K	Buy	751 +7	+0.9%	+$2.27K	0.01%	827
2024 Q2	$214K	Buy	744 +53	+8%	+$14.6K	0.01%	794
2024 Q1	$200K	Buy	+691	New	+$198K	0.01%	809
2021 Q1	–	Sell	-116	Closed	-$27K	–	899
2020 Q4	$27K	Buy	+116	New	+$26.6K	﹤0.01%	939
2017 Q3	–	Sell	-13	Closed	-$3K	–	695
2017 Q2	$3K	Hold	13	–	–	﹤0.01%	549
2017 Q1	$3K	Hold	13	–	–	﹤0.01%	588
2016 Q4	$3K	Buy	+13	New	+$2.77K	﹤0.01%	676

Other funds holding PSA

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Perigon Wealth Management's PSA Position: Q2 2026 in Review

Perigon Wealth Management opened a new position in Public Storage (PSA) in Q2 2026: 754 shares worth $240K. The stake represents ﹤0.01% of the portfolio and ranks #1260 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in PSA as recently as Q3 2025.

Perigon Wealth Management first reported a position in PSA in Q4 2016 and has held it in 10 quarters since. The position peaked at $499K in Q3 2025. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Perigon Wealth Management held 754 shares of Public Storage worth $240K as of Q2 2026.
Public Storage was a new Perigon Wealth Management position in Q2 2026.
Public Storage made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1260 holding.
Perigon Wealth Management first reported a position in Public Storage in Q4 2016 and has held it in 10 quarters since.
Perigon Wealth Management's Public Storage position peaked at $499K in Q3 2025.
1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.