Abound Wealth Management
PSA icon

Abound Wealth Management’s Public Storage PSA Stock Holding History

Abound Wealth Management’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
Q3 		– Sell
-2
Closed -$637 – 1509
2026
Q2 		$637 Sell
2
-23
-92% -$7.04K ﹤0.01% 904
2026
Q1 		$6.83K Buy
25
+9
+56% +$2.58K ﹤0.01% 649
2025
Q4 		$4.21K Hold
16
– – ﹤0.01% 712
2025
Q3 		$4.68K Hold
16
– – ﹤0.01% 658
2025
Q2 		$4.76K Sell
16
-3
-16% -$888 ﹤0.01% 584
2025
Q1 		$5.75K Sell
19
-10
-34% -$2.99K ﹤0.01% 507
2024
Q4 		$8.7K Sell
29
-14
-33% -$4.65K ﹤0.01% 412
2024
Q3 		$15.7K Buy
43
+12
+39% +$3.9K 0.01% 336
2024
Q2 		$8.98K Buy
31
+5
+19% +$1.38K ﹤0.01% 388
2024
Q1 		$7.6K Buy
26
+2
+8% +$573 ﹤0.01% 430
2023
Q4 		$7.39K Buy
24
+4
+20% +$1.06K ﹤0.01% 425
2023
Q3 		$5.33K Sell
20
-9
-31% -$2.52K ﹤0.01% 450
2023
Q2 		$8.53K Buy
29
+13
+81% +$3.79K ﹤0.01% 372
2023
Q1 		$4.9K Buy
16
+3
+23% +$882 ﹤0.01% 411
2022
Q4 		$3.7K Buy
13
+5
+63% +$1.46K ﹤0.01% 409
2022
Q3 		$2.41K Buy
+8
New +$2.6K ﹤0.01% 456

Other funds holding PSA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Abound Wealth Management's PSA Position: Q3 2026 in Review

Abound Wealth Management sold out of Public Storage (PSA) in Q3 2026, closing a stake of 2 shares — an estimated $637 sold.

Abound Wealth Management first reported a position in PSA in Q3 2022 and held it in 16 quarters. The position peaked at $15.7K in Q3 2024. 387 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • Abound Wealth Management reported no remaining Public Storage position as of Q3 2026 after selling out during the quarter.
  • Abound Wealth Management sold 2 Public Storage shares in Q3 2026, an estimated $637.
  • Abound Wealth Management first reported a position in Public Storage in Q3 2022 and held it in 16 quarters.
  • Abound Wealth Management's Public Storage position peaked at $15.7K in Q3 2024.
  • 387 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.