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Stiles Financial Services’s Public Storage PSA Stock Holding History

Stiles Financial Services’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 		$3.96M Buy
12,433
+304
+3% +$93K 0.99% 28
2026
Q1 		$3.29M Buy
12,129
+347
+3% +$99.5K 1% 30
2025
Q4 		$3.06M Buy
11,782
+304
+3% +$85.1K 0.94% 30
2025
Q3 		$3.32M Buy
11,478
+1,142
+11% +$328K 1.05% 23
2025
Q2 		$3.03M Buy
10,336
+241
+2% +$71.3K 1.05% 26
2025
Q1 		$3.02M Buy
10,095
+346
+4% +$103K 1.16% 22
2024
Q4 		$2.92M Buy
9,749
+531
+6% +$176K 1.06% 28
2024
Q3 		$3.35M Buy
9,218
+349
+4% +$113K 1.18% 21
2024
Q2 		$2.55M Buy
8,869
+685
+8% +$189K 0.98% 31
2024
Q1 		$2.37M Buy
8,184
+687
+9% +$197K 0.95% 33
2023
Q4 		$2.29M Buy
7,497
+2,336
+45% +$620K 1.04% 28
2023
Q3 		$1.36M Buy
5,161
+932
+22% +$261K 0.71% 48
2023
Q2 		$1.23M Buy
4,229
+715
+20% +$208K 0.61% 56
2023
Q1 		$1.06M Buy
3,514
+5
+0.1% +$1.47K 0.57% 58
2022
Q4 		$983K Buy
3,509
+18
+0.5% +$5.25K 0.56% 55
2022
Q3 		$1.02M Buy
3,491
+111
+3% +$36.1K 0.62% 50
2022
Q2 		$1.06M Buy
3,380
+15
+0.4% +$5.19K 0.64% 53
2022
Q1 		$1.31M Buy
3,365
+11
+0.3% +$3.99K 0.66% 44
2021
Q4 		$1.26M Buy
+3,354
New +$1.12M 0.61% 49

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 $3.37T AUM 44.26% 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

Stiles Financial Services's PSA Position: Q2 2026 in Review

Stiles Financial Services increased its Public Storage (PSA) stake by 2.5% in Q2 2026, buying an estimated $93K and bringing the position to 12,433 shares worth $3.96M. The position accounts for 0.99% of the portfolio, ranked #28.

Stiles Financial Services first reported a position in PSA in Q4 2021 and has held it in 19 quarters since. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Stiles Financial Services held 12,433 shares of Public Storage worth $3.96M as of Q2 2026.
  • Stiles Financial Services bought 304 Public Storage shares in Q2 2026, an estimated $93K.
  • Public Storage made up 0.99% of Stiles Financial Services's portfolio in Q2 2026, its #28 holding.
  • Stiles Financial Services first reported a position in Public Storage in Q4 2021 and has held it in 19 quarters since.
  • 1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.