PlanVest Financial’s Public Storage PSA Stock Holding History

PlanVest Financial’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	$81.8K	Buy	257 +80	+45%	+$24.5K	0.05%	173
2026 Q1	$47.9K	Buy	+177	New	+$50.8K	0.04%	216

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

PlanVest Financial's PSA Position: Q2 2026 in Review

PlanVest Financial increased its Public Storage (PSA) stake by 45% in Q2 2026, buying an estimated $24.5K and bringing the position to 257 shares worth $81.8K. The position accounts for 0.05% of the portfolio, ranked #173.

PlanVest Financial first reported a position in PSA in Q1 2026 and has held it in 2 quarters since. 1,062 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

PlanVest Financial held 257 shares of Public Storage worth $81.8K as of Q2 2026.
PlanVest Financial bought 80 Public Storage shares in Q2 2026, an estimated $24.5K.
Public Storage made up 0.05% of PlanVest Financial's portfolio in Q2 2026, its #173 holding.
PlanVest Financial first reported a position in Public Storage in Q1 2026 and has held it in 2 quarters since.
1,062 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.