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Shum Financial Group’s Public Storage PSA Stock Holding History

Shum Financial Group’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 		$640K Buy
2,011
+45
+2% +$13.8K 0.39% 59
2026
Q1 		$533K Sell
1,966
-12
-0.6% -$3.44K 0.38% 66
2025
Q4 		$513K Buy
1,978
+16
+0.8% +$4.48K 0.37% 69
2025
Q3 		$567K Buy
+1,962
New +$563K 0.42% 59
2025
Q1 		$625K Buy
2,089
+35
+2% +$10.5K 0.54% 56
2024
Q4 		$615K Sell
2,054
-83
-4% -$27.5K 0.53% 60
2024
Q3 		$728K Buy
+2,137
New +$694K 0.61% 58

Other funds holding PSA

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Shum Financial Group's PSA Position: Q2 2026 in Review

Shum Financial Group increased its Public Storage (PSA) stake by 2.3% in Q2 2026, buying an estimated $13.8K and bringing the position to 2,011 shares worth $640K. The position accounts for 0.39% of the portfolio, ranked #59.

Shum Financial Group first reported a position in PSA in Q3 2024 and has held it in 7 quarters since. The position peaked at $728K in Q3 2024. 573 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Shum Financial Group held 2,011 shares of Public Storage worth $640K as of Q2 2026.
  • Shum Financial Group bought 45 Public Storage shares in Q2 2026, an estimated $13.8K.
  • Public Storage made up 0.39% of Shum Financial Group's portfolio in Q2 2026, its #59 holding.
  • Shum Financial Group first reported a position in Public Storage in Q3 2024 and has held it in 7 quarters since.
  • Shum Financial Group's Public Storage position peaked at $728K in Q3 2024.
  • 573 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.