First National Bank of Mount Dora’s Public Storage PSA Stock Holding History

First National Bank of Mount Dora’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 Q3	–	Sell	-766	Closed	-$225K	–	131
2025 Q2	$225K	Sell	766 -263	-26%	-$77.9K	0.05%	122
2025 Q1	$308K	Sell	1,029 -11,257	-92%	-$3.37M	0.08%	114
2024 Q4	$3.68M	Buy	12,286 +153	+1%	+$50.8K	0.86%	46
2024 Q3	$4.41M	Buy	12,133 +4,182	+53%	+$1.36M	1%	41
2024 Q2	$2.29M	Buy	7,951 +2,958	+59%	+$816K	0.55%	58
2024 Q1	$1.45M	Buy	+4,993	New	+$1.43M	0.35%	70

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First National Bank of Mount Dora's PSA Position: Q3 2025 in Review

First National Bank of Mount Dora sold out of Public Storage (PSA) in Q3 2025, closing a stake of 766 shares — an estimated $225K sold.

First National Bank of Mount Dora first reported a position in PSA in Q1 2024 and held it in 6 quarters. The position peaked at $4.41M in Q3 2024. 1,120 funds tracked by Wall St. Rank hold PSA as of Q3 2025.

First National Bank of Mount Dora reported no remaining Public Storage position as of Q3 2025 after selling out during the quarter.
First National Bank of Mount Dora sold 766 Public Storage shares in Q3 2025, an estimated $225K.
First National Bank of Mount Dora first reported a position in Public Storage in Q1 2024 and held it in 6 quarters.
First National Bank of Mount Dora's Public Storage position peaked at $4.41M in Q3 2024.
1,120 funds tracked by Wall St. Rank held Public Storage as of Q3 2025.

Based on First National Bank of Mount Dora's 13F filing for Q3 2025, filed 8 Jun 2026.