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Confluence Wealth Services’s Public Storage PSA Stock Holding History

Confluence Wealth 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
Q2 		$2.14M Buy
6,727
+5,061
+304% +$1.55M 0.06% 150
2026
Q1 		$451K Sell
1,666
-2
-0.1% -$573 0.02% 271
2025
Q4 		$433K Buy
1,668
+19
+1% +$5.32K 0.02% 272
2025
Q3 		$476K Buy
1,649
+669
+68% +$192K 0.02% 251
2025
Q2 		$288K Buy
+980
New +$290K 0.02% 316

Other funds holding PSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Confluence Wealth Services's PSA Position: Q2 2026 in Review

Confluence Wealth Services increased its Public Storage (PSA) stake by 304% in Q2 2026, buying an estimated $1.55M and bringing the position to 6,727 shares worth $2.14M. The position accounts for 0.06% of the portfolio, ranked #150.

Confluence Wealth Services first reported a position in PSA in Q2 2025 and has held it in 5 quarters since. 1,118 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Confluence Wealth Services held 6,727 shares of Public Storage worth $2.14M as of Q2 2026.
  • Confluence Wealth Services bought 5,061 Public Storage shares in Q2 2026, an estimated $1.55M.
  • Public Storage made up 0.06% of Confluence Wealth Services's portfolio in Q2 2026, its #150 holding.
  • Confluence Wealth Services first reported a position in Public Storage in Q2 2025 and has held it in 5 quarters since.
  • 1,118 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.