Planned Solutions’s Public Storage PSA Stock Holding History

Planned Solutions’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	$309K	Buy	970 +14	+1%	+$4.28K	0.09%	113
2026 Q1	$259K	Sell	956 -103	-10%	-$29.5K	0.08%	111
2025 Q4	$275K	Buy	1,059 +9	+0.9%	+$2.52K	0.09%	107
2025 Q3	$303K	Buy	1,050 +103	+11%	+$29.6K	0.1%	99
2025 Q2	$278K	Hold	947	–	–	0.11%	96
2025 Q1	$283K	Hold	947	–	–	0.11%	87
2024 Q4	$284K	Hold	947	–	–	0.11%	82
2024 Q3	$345K	Buy	+947	New	+$307K	0.14%	67
2024 Q1	–	Sell	-355	Closed	-$108K	–	424
2023 Q4	$108K	Buy	+355	New	+$94.2K	0.05%	172

Other funds holding PSA

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Planned Solutions's PSA Position: Q2 2026 in Review

Planned Solutions increased its Public Storage (PSA) stake by 1.5% in Q2 2026, buying an estimated $4.28K and bringing the position to 970 shares worth $309K. The position accounts for 0.09% of the portfolio, ranked #113.

Planned Solutions first reported a position in PSA in Q4 2023 and has held it in 9 quarters since. The position peaked at $345K in Q3 2024. 153 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Planned Solutions held 970 shares of Public Storage worth $309K as of Q2 2026.
Planned Solutions bought 14 Public Storage shares in Q2 2026, an estimated $4.28K.
Public Storage made up 0.09% of Planned Solutions's portfolio in Q2 2026, its #113 holding.
Planned Solutions first reported a position in Public Storage in Q4 2023 and has held it in 9 quarters since.
Planned Solutions's Public Storage position peaked at $345K in Q3 2024.
153 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.