Colonial Trust’s Public Storage PSA Stock Holding History

Colonial Trust’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 Q1	$1.93M	Buy	7,128 +73	+1%	+$20.9K	0.26%	92
2025 Q4	$1.83M	Buy	7,055 +488	+7%	+$137K	0.24%	93
2025 Q3	$1.9M	Buy	6,567 +93	+1%	+$26.7K	0.26%	91
2025 Q2	$1.9M	Hold	6,474	–	–	0.28%	86
2025 Q1	$1.94M	Buy	6,474 +138	+2%	+$41.3K	0.3%	83
2024 Q4	$1.9M	Buy	6,336 +494	+8%	+$164K	0.28%	86
2024 Q3	$2.13M	Buy	5,842 +451	+8%	+$146K	0.33%	76
2024 Q2	$1.55M	Buy	5,391 +493	+10%	+$136K	0.27%	84
2024 Q1	$1.42M	Sell	4,898 -171	-3%	-$49K	0.27%	87
2023 Q4	$1.55M	Buy	5,069 +540	+12%	+$143K	0.32%	76
2023 Q3	$1.19M	Buy	4,529 +255	+6%	+$71.5K	0.3%	80
2023 Q2	$1.25M	Buy	+4,274	New	+$1.25M	0.3%	77

Other funds holding PSA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Colonial Trust's PSA Position: Q1 2026 in Review

Colonial Trust increased its Public Storage (PSA) stake by 1% in Q1 2026, buying an estimated $20.9K and bringing the position to 7,128 shares worth $1.93M. The position accounts for 0.26% of the portfolio, ranked #92.

Colonial Trust first reported a position in PSA in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.13M in Q3 2024. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Colonial Trust held 7,128 shares of Public Storage worth $1.93M as of Q1 2026.
Colonial Trust bought 73 Public Storage shares in Q1 2026, an estimated $20.9K.
Public Storage made up 0.26% of Colonial Trust's portfolio in Q1 2026, its #92 holding.
Colonial Trust first reported a position in Public Storage in Q2 2023 and has held it in 12 quarters since.
Colonial Trust's Public Storage position peaked at $2.13M in Q3 2024.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Colonial Trust's 13F filing for Q1 2026, filed 12 May 2026.