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Commonwealth Financial Services’s Public Storage PSA Stock Holding History

Commonwealth Financial Services’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
-806
Closed -$233K – 249
2025
Q3 		$233K Sell
806
-23
-3% -$6.6K 0.04% 201
2025
Q2 		$243K Sell
829
-10
-1% -$2.96K 0.05% 182
2025
Q1 		$251K Sell
839
-108
-11% -$32.3K 0.05% 166
2024
Q4 		$284K Buy
947
+27
+3% +$8.96K 0.06% 155
2024
Q3 		$331K Sell
920
-36
-4% -$11.7K 0.07% 139
2024
Q2 		$278K Buy
956
+18
+2% +$4.96K 0.06% 149
2024
Q1 		$286K Hold
938
– – 0.07% 143
2023
Q4 		$286K Buy
+938
New +$249K 0.07% 143

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Commonwealth Financial Services's PSA Position: Q4 2025 in Review

Commonwealth Financial Services sold out of Public Storage (PSA) in Q4 2025, closing a stake of 806 shares — an estimated $233K sold.

Commonwealth Financial Services first reported a position in PSA in Q4 2023 and held it in 8 quarters. The position peaked at $331K in Q3 2024. 1,111 funds tracked by Wall St. Rank hold PSA as of Q4 2025.

  • Commonwealth Financial Services reported no remaining Public Storage position as of Q4 2025 after selling out during the quarter.
  • Commonwealth Financial Services sold 806 Public Storage shares in Q4 2025, an estimated $233K.
  • Commonwealth Financial Services first reported a position in Public Storage in Q4 2023 and held it in 8 quarters.
  • Commonwealth Financial Services's Public Storage position peaked at $331K in Q3 2024.
  • 1,111 funds tracked by Wall St. Rank held Public Storage as of Q4 2025.

Based on Commonwealth Financial Services's 13F filing for Q4 2025, filed 6 Feb 2026.