Convergence Financial’s Public Storage PSA Stock Holding History

Convergence Financial’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	$266K	Buy	+835	New	+$255K	0.02%	236

Other funds holding PSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Convergence Financial's PSA Position: Q2 2026 in Review

Convergence Financial opened a new position in Public Storage (PSA) in Q2 2026: 835 shares worth $266K. The stake represents 0.02% of the portfolio and ranks #236 among its holdings.

1,118 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Convergence Financial held 835 shares of Public Storage worth $266K as of Q2 2026.
Public Storage was a new Convergence Financial position in Q2 2026.
Public Storage made up 0.02% of Convergence Financial's portfolio in Q2 2026, its #236 holding.
1,118 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.