Wedmont Private Capital’s Public Storage PSA Stock Holding History

Wedmont Private Capital’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	$214K	Buy	+667	New	+$204K	0.01%	894
2025 Q4	–	Sell	-733	Closed	-$215K	–	836
2025 Q3	$215K	Sell	733 -151	-17%	-$43.3K	0.01%	738
2025 Q2	$255K	Buy	884 +10	+1%	+$2.96K	0.01%	636
2025 Q1	$245K	Buy	874 +151	+21%	+$45.2K	0.01%	575
2024 Q4	$209K	Sell	723 -18	-2%	-$5.97K	0.01%	656
2024 Q3	$257K	Buy	+741	New	+$241K	0.01%	557
2023 Q3	–	Sell	-1,658	Closed	-$500K	–	527
2023 Q2	$500K	Sell	1,658 -113	-6%	-$32.9K	0.05%	243
2023 Q1	$552K	Buy	1,771 +281	+19%	+$82.6K	0.07%	202
2022 Q4	$412K	Buy	+1,490	New	+$435K	0.06%	252
2022 Q2	–	Sell	-629	Closed	-$248K	–	375
2022 Q1	$248K	Buy	+629	New	+$228K	0.06%	273

Other funds holding PSA

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Wedmont Private Capital's PSA Position: Q2 2026 in Review

Wedmont Private Capital opened a new position in Public Storage (PSA) in Q2 2026: 667 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #894 among its holdings. This is a return to the name: Wedmont Private Capital previously reported a position in PSA as recently as Q3 2025.

Wedmont Private Capital first reported a position in PSA in Q1 2022 and has held it in 10 quarters since. The position peaked at $552K in Q1 2023. 136 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Wedmont Private Capital held 667 shares of Public Storage worth $214K as of Q2 2026.
Public Storage was a new Wedmont Private Capital position in Q2 2026.
Public Storage made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #894 holding.
Wedmont Private Capital first reported a position in Public Storage in Q1 2022 and has held it in 10 quarters since.
Wedmont Private Capital's Public Storage position peaked at $552K in Q1 2023.
136 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.