Steward Financial Group’s National Storage Affiliates Trust NSA Stock Holding History

Steward Financial Group’s Portfolio NSA Stock Details NSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1K	Buy	+35	New	+$1.19K	﹤0.01%	1219

Other funds holding NSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Steward Financial Group's NSA Position: Q3 2023 in Review

Steward Financial Group opened a new position in National Storage Affiliates Trust (NSA) in Q3 2023: 35 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1219 among its holdings.

299 funds tracked by Wall St. Rank hold NSA as of Q3 2023.

Steward Financial Group held 35 shares of National Storage Affiliates Trust worth $1K as of Q3 2023.
National Storage Affiliates Trust was a new Steward Financial Group position in Q3 2023.
National Storage Affiliates Trust made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1219 holding.
299 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.