CFS
PSA icon

Compass Financial Services’s Public Storage PSA Stock Holding History

Compass 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
2026
Q1 		– Sell
-149
Closed -$38.7K – 212
2025
Q4 		$38.7K Sell
149
-81
-35% -$22.7K 0.02% 116
2025
Q3 		$66.5K Buy
230
+1
+0.4% +$287 0.03% 87
2025
Q2 		$67.3K Hold
229
– – 0.03% 77
2025
Q1 		$68.4K Buy
229
+1
+0.4% +$299 0.04% 66
2024
Q4 		$68.2K Buy
+228
New +$75.7K 0.04% 56

Other funds holding PSA

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Compass Financial Services's PSA Position: Q1 2026 in Review

Compass Financial Services sold out of Public Storage (PSA) in Q1 2026, closing a stake of 149 shares — an estimated $38.7K sold.

Compass Financial Services first reported a position in PSA in Q4 2024 and held it in 5 quarters. The position peaked at $68.4K in Q1 2025. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Compass Financial Services reported no remaining Public Storage position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 149 Public Storage shares in Q1 2026, an estimated $38.7K.
  • Compass Financial Services first reported a position in Public Storage in Q4 2024 and held it in 5 quarters.
  • Compass Financial Services's Public Storage position peaked at $68.4K in Q1 2025.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.