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Sequoia Financial Advisors’s Public Storage PSA Stock Holding History

Sequoia Financial Advisors’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 		$6.02M Buy
18,914
+183
+1% +$56K 0.03% 320
2026
Q1 		$5.07M Buy
18,731
+2,129
+13% +$610K 0.03% 322
2025
Q4 		$4.31M Sell
16,602
-1,283
-7% -$359K 0.02% 353
2025
Q3 		$5.17M Buy
17,885
+514
+3% +$148K 0.03% 302
2025
Q2 		$5.1M Buy
17,371
+8,507
+96% +$2.52M 0.03% 279
2025
Q1 		$2.65M Buy
8,864
+392
+5% +$117K 0.02% 382
2024
Q4 		$2.54M Buy
8,472
+1,710
+25% +$567K 0.02% 361
2024
Q3 		$2.46M Buy
6,762
+830
+14% +$269K 0.03% 332
2024
Q2 		$1.71M Buy
5,932
+1,083
+22% +$299K 0.02% 367
2024
Q1 		$1.41M Sell
4,849
-826
-15% -$237K 0.02% 395
2023
Q4 		$1.73M Buy
5,675
+4,498
+382% +$1.19M 0.02% 388
2023
Q3 		$310K Sell
1,177
-156
-12% -$43.7K 0.01% 680
2023
Q2 		$389K Buy
1,333
+137
+11% +$39.9K 0.01% 603
2023
Q1 		$361K Buy
1,196
+128
+12% +$37.6K 0.01% 561
2022
Q4 		$299K Buy
+1,068
New +$311K 0.01% 582
2022
Q3 		– Sell
-1,239
Closed -$387K – 573
2022
Q2 		$387K Buy
1,239
+219
+21% +$75.8K 0.01% 384
2022
Q1 		$398K Buy
+1,020
New +$370K 0.01% 415

Other funds holding PSA

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sequoia Financial Advisors's PSA Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Public Storage (PSA) stake by 0.98% in Q2 2026, buying an estimated $56K and bringing the position to 18,914 shares worth $6.02M. The position accounts for 0.03% of the portfolio, ranked #320.

Sequoia Financial Advisors first reported a position in PSA in Q1 2022 and has held it in 17 quarters since. 1,127 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Sequoia Financial Advisors held 18,914 shares of Public Storage worth $6.02M as of Q2 2026.
  • Sequoia Financial Advisors bought 183 Public Storage shares in Q2 2026, an estimated $56K.
  • Public Storage made up 0.03% of Sequoia Financial Advisors's portfolio in Q2 2026, its #320 holding.
  • Sequoia Financial Advisors first reported a position in Public Storage in Q1 2022 and has held it in 17 quarters since.
  • 1,127 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.