Bernard Wealth Management’s Public Storage PSA Stock Holding History

Bernard 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 Q2	–	Sell	-9	Closed	-$2.69K	–	373
2025 Q1	$2.69K	Buy	+9	New	+$2.69K	﹤0.01%	287

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Norges Bank Oslo, Norway $1T AUM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bernard Wealth Management's PSA Position: Q2 2025 in Review

Bernard Wealth Management sold out of Public Storage (PSA) in Q2 2025, closing a stake of 9 shares — an estimated $2.69K sold.

Bernard Wealth Management first reported a position in PSA in Q1 2025 and held it in 1 quarter. The position peaked at $2.69K in Q1 2025. 1,147 funds tracked by Wall St. Rank hold PSA as of Q2 2025.

Bernard Wealth Management reported no remaining Public Storage position as of Q2 2025 after selling out during the quarter.
Bernard Wealth Management sold 9 Public Storage shares in Q2 2025, an estimated $2.69K.
Bernard Wealth Management first reported a position in Public Storage in Q1 2025 and held it in 1 quarter.
Bernard Wealth Management's Public Storage position peaked at $2.69K in Q1 2025.
1,147 funds tracked by Wall St. Rank held Public Storage as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.