Pinnacle Wealth Planning Services’s Public Storage PSA Stock Holding History

Pinnacle Wealth Planning Services’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	$61.4K	Buy	193 +8	+4%	+$2.45K	0.01%	1135
2026 Q1	$50.1K	Sell	185 -32	-15%	-$9.18K	0.01%	1200
2025 Q4	$56.3K	Buy	+217	New	+$60.7K	0.01%	1117
2023 Q2	–	Sell	-714	Closed	-$216K	–	500
2023 Q1	$216K	Buy	+714	New	+$210K	0.04%	363
2022 Q2	–	Sell	-626	Closed	-$244K	–	464
2022 Q1	$244K	Buy	+626	New	+$227K	0.04%	322
2021 Q1	–	Sell	-209	Closed	-$48K	–	1550
2020 Q4	$48K	Buy	+209	New	+$47.9K	0.01%	821

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

Pinnacle Wealth Planning Services's PSA Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Public Storage (PSA) stake by 4.3% in Q2 2026, buying an estimated $2.45K and bringing the position to 193 shares worth $61.4K. The position accounts for 0.01% of the portfolio, ranked #1135.

Pinnacle Wealth Planning Services first reported a position in PSA in Q4 2020 and has held it in 6 quarters since. The position peaked at $244K in Q1 2022. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Pinnacle Wealth Planning Services held 193 shares of Public Storage worth $61.4K as of Q2 2026.
Pinnacle Wealth Planning Services bought 8 Public Storage shares in Q2 2026, an estimated $2.45K.
Public Storage made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1135 holding.
Pinnacle Wealth Planning Services first reported a position in Public Storage in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Public Storage position peaked at $244K in Q1 2022.
1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.