XML Financial’s Public Storage PSA Stock Holding History

XML Financial’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	$1.26M	Sell	3,971 -525	-12%	-$161K	0.09%	167
2026 Q1	$1.22M	Sell	4,496 -1,630	-27%	-$467K	0.1%	169
2025 Q4	$1.59M	Sell	6,126 -3,610	-37%	-$1.01M	0.13%	142
2025 Q3	$2.81M	Buy	9,736 +783	+9%	+$225K	0.23%	94
2025 Q2	$2.63M	Sell	8,953 -101	-1%	-$29.9K	0.23%	94
2025 Q1	$2.71M	Buy	9,054 +357	+4%	+$107K	0.25%	88
2024 Q4	$2.6M	Buy	8,697 +248	+3%	+$82.3K	0.24%	94
2024 Q3	$3.07M	Buy	8,449 +113	+1%	+$36.7K	0.29%	84
2024 Q2	$2.4M	Buy	8,336 +803	+11%	+$221K	0.24%	101
2024 Q1	$2.19M	Buy	7,533 +2,113	+39%	+$606K	0.22%	108
2023 Q4	$1.65M	Buy	5,420 +1,264	+30%	+$335K	0.17%	123
2023 Q3	$1.1M	Buy	4,156 +112	+3%	+$31.4K	0.13%	145
2023 Q2	$1.18M	Buy	+4,044	New	+$1.18M	0.14%	143

Other funds holding PSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

XML Financial's PSA Position: Q2 2026 in Review

XML Financial reduced its Public Storage (PSA) stake by 12% in Q2 2026, selling an estimated $161K and leaving 3,971 shares worth $1.26M. The position accounts for 0.09% of the portfolio, ranked #167.

XML Financial first reported a position in PSA in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.07M in Q3 2024. 1,122 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

XML Financial held 3,971 shares of Public Storage worth $1.26M as of Q2 2026.
XML Financial sold 525 Public Storage shares in Q2 2026, an estimated $161K.
Public Storage made up 0.09% of XML Financial's portfolio in Q2 2026, its #167 holding.
XML Financial first reported a position in Public Storage in Q2 2023 and has held it in 13 quarters since.
XML Financial's Public Storage position peaked at $3.07M in Q3 2024.
1,122 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.