Avion Wealth’s Public Storage PSA Stock Holding History

Avion Wealth’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	$10K	Sell	32 -7	-18%	-$2.14K	﹤0.01%	609
2026 Q1	$10K	Buy	39 +14	+56%	+$4.01K	﹤0.01%	504
2025 Q4	$6K	Sell	25 -24	-49%	-$6.71K	﹤0.01%	631
2025 Q3	$14K	Buy	49 +2	+4%	+$574	﹤0.01%	407
2025 Q2	$13K	Buy	47 +24	+104%	+$7.11K	﹤0.01%	406
2025 Q1	$6K	Hold	23	–	–	﹤0.01%	510
2024 Q4	$6K	Buy	23 +1	+5%	+$332	﹤0.01%	509
2024 Q3	$8K	Buy	22 +2	+10%	+$649	﹤0.01%	418
2024 Q2	$5K	Buy	20 +10	+100%	+$2.76K	﹤0.01%	474
2024 Q1	$3K	Buy	10 +4	+67%	+$1.15K	﹤0.01%	593
2023 Q4	$2K	Buy	6 +4	+200%	+$1.06K	﹤0.01%	609
2023 Q3	$0	Sell	2 -13	-87%	-$3.64K	﹤0.01%	1117
2023 Q2	$3K	Buy	15 +12	+400%	+$3.5K	﹤0.01%	436
2023 Q1	$0	Buy	+3	New	+$882	﹤0.01%	724

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

Avion Wealth's PSA Position: Q2 2026 in Review

Avion Wealth reduced its Public Storage (PSA) stake by 18% in Q2 2026, selling an estimated $2.14K and leaving 32 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Avion Wealth first reported a position in PSA in Q1 2023 and has held it in 14 quarters since. The position peaked at $14K in Q3 2025. 1,116 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Avion Wealth held 32 shares of Public Storage worth $10K as of Q2 2026.
Avion Wealth sold 7 Public Storage shares in Q2 2026, an estimated $2.14K.
Public Storage made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #609 holding.
Avion Wealth first reported a position in Public Storage in Q1 2023 and has held it in 14 quarters since.
Avion Wealth's Public Storage position peaked at $14K in Q3 2025.
1,116 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.