Buck Wealth Strategies’s Public Storage PSA Stock Holding History

Buck Wealth Strategies’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	-2,284	Closed	-$660K	–	194
2025 Q3	$660K	Sell	2,284 -603	-21%	-$173K	0.09%	104
2025 Q2	$847K	Sell	2,887 -531	-16%	-$157K	0.13%	83
2025 Q1	$1.02M	Buy	3,418 +1,005	+42%	+$301K	0.19%	66
2024 Q4	$723K	Buy	2,413 +999	+71%	+$332K	0.15%	60
2024 Q3	$514K	Sell	1,414 -777	-35%	-$252K	0.16%	48
2024 Q2	$630K	Sell	2,191 -15,757	-88%	-$4.35M	0.19%	53
2024 Q1	$5.21M	Buy	+17,948	New	+$5.14M	1.79%	21

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

Buck Wealth Strategies's PSA Position: Q4 2025 in Review

Buck Wealth Strategies sold out of Public Storage (PSA) in Q4 2025, closing a stake of 2,284 shares — an estimated $660K sold.

Buck Wealth Strategies first reported a position in PSA in Q1 2024 and held it in 7 quarters. The position peaked at $5.21M in Q1 2024. 1,111 funds tracked by Wall St. Rank hold PSA as of Q4 2025.

Buck Wealth Strategies reported no remaining Public Storage position as of Q4 2025 after selling out during the quarter.
Buck Wealth Strategies sold 2,284 Public Storage shares in Q4 2025, an estimated $660K.
Buck Wealth Strategies first reported a position in Public Storage in Q1 2024 and held it in 7 quarters.
Buck Wealth Strategies's Public Storage position peaked at $5.21M in Q1 2024.
1,111 funds tracked by Wall St. Rank held Public Storage as of Q4 2025.

Based on Buck Wealth Strategies's 13F filing for Q4 2025, filed 3 Feb 2026.