BFP
PSA icon

Briaud Financial Planning’s Public Storage PSA Stock Holding History

Briaud Financial Planning’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
Q3 		– Sell
-64
Closed -$18K – 267
2025
Q2 		$18K Buy
+64
New +$18.9K 0.01% 190

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Briaud Financial Planning's PSA Position: Q3 2025 in Review

Briaud Financial Planning sold out of Public Storage (PSA) in Q3 2025, closing a stake of 64 shares — an estimated $18K sold.

Briaud Financial Planning first reported a position in PSA in Q2 2025 and held it in 1 quarter. The position peaked at $18K in Q2 2025. 1,119 funds tracked by Wall St. Rank hold PSA as of Q3 2025.

  • Briaud Financial Planning reported no remaining Public Storage position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 64 Public Storage shares in Q3 2025, an estimated $18K.
  • Briaud Financial Planning first reported a position in Public Storage in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Public Storage position peaked at $18K in Q2 2025.
  • 1,119 funds tracked by Wall St. Rank held Public Storage as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.