Alpine Bank Wealth Management’s Public Storage PSA Stock Holding History

Alpine Bank 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
2025 Q4	–	Sell	-93	Closed	-$26.9K	–	331
2025 Q3	$26.9K	Buy	93 +1	+1%	+$287	﹤0.01%	295
2025 Q2	$27K	Sell	92 -177	-66%	-$52.4K	﹤0.01%	292
2025 Q1	$80.5K	Buy	+269	New	+$80.4K	0.01%	196
2024 Q3	$120K	Buy	+331	New	+$107K	0.02%	178

Other funds holding PSA

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

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

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

Norges Bank Oslo, Norway $935B AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Alpine Bank Wealth Management's PSA Position: Q4 2025 in Review

Alpine Bank Wealth Management sold out of Public Storage (PSA) in Q4 2025, closing a stake of 93 shares — an estimated $26.9K sold.

Alpine Bank Wealth Management first reported a position in PSA in Q3 2024 and held it in 4 quarters. The position peaked at $120K in Q3 2024. 1,107 funds tracked by Wall St. Rank hold PSA as of Q4 2025.

Alpine Bank Wealth Management reported no remaining Public Storage position as of Q4 2025 after selling out during the quarter.
Alpine Bank Wealth Management sold 93 Public Storage shares in Q4 2025, an estimated $26.9K.
Alpine Bank Wealth Management first reported a position in Public Storage in Q3 2024 and held it in 4 quarters.
Alpine Bank Wealth Management's Public Storage position peaked at $120K in Q3 2024.
1,107 funds tracked by Wall St. Rank held Public Storage as of Q4 2025.

Based on Alpine Bank Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.