Aviso Financial’s Public Storage PSA Stock Holding History

Aviso 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
2025 Q4	–	Sell	-73	Closed	-$21.1K	–	361
2025 Q3	$21.1K	Buy	+73	New	+$21K	﹤0.01%	268

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 $1T AUM

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Aviso Financial's PSA Position: Q4 2025 in Review

Aviso Financial sold out of Public Storage (PSA) in Q4 2025, closing a stake of 73 shares — an estimated $21.1K sold.

Aviso Financial first reported a position in PSA in Q3 2025 and held it in 1 quarter. The position peaked at $21.1K in Q3 2025. 1,111 funds tracked by Wall St. Rank hold PSA as of Q4 2025.

Aviso Financial reported no remaining Public Storage position as of Q4 2025 after selling out during the quarter.
Aviso Financial sold 73 Public Storage shares in Q4 2025, an estimated $21.1K.
Aviso Financial first reported a position in Public Storage in Q3 2025 and held it in 1 quarter.
Aviso Financial's Public Storage position peaked at $21.1K in Q3 2025.
1,111 funds tracked by Wall St. Rank held Public Storage as of Q4 2025.

Based on Aviso Financial's 13F filing for Q4 2025, filed 13 Feb 2026.