Mechanics Bank - Trust Department’s Public Storage PSA Stock Holding History

Mechanics Bank - Trust Department’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	$401K	Sell	1,260 -455	-27%	-$139K	0.05%	165
2026 Q1	$465K	Buy	1,715 +455	+36%	+$130K	0.06%	153
2025 Q4	$327K	Hold	1,260	–	–	0.04%	174
2025 Q3	$364K	Sell	1,260 -218	-15%	-$62.6K	0.05%	165
2025 Q2	$434K	Hold	1,478	–	–	0.06%	167
2025 Q1	$442K	Hold	1,478	–	–	0.06%	167
2024 Q4	$443K	Sell	1,478 -24	-2%	-$7.96K	0.06%	167
2024 Q3	$547K	Hold	1,502	–	–	0.07%	152
2024 Q2	$432K	Hold	1,502	–	–	0.06%	158
2024 Q1	$436K	Buy	1,502 +134	+10%	+$38.4K	0.06%	154
2023 Q4	$417K	Sell	1,368 -15	-1%	-$3.98K	0.07%	147
2023 Q3	$364K	Buy	1,383 +15	+1%	+$4.21K	0.06%	142
2023 Q2	$399K	Hold	1,368	–	–	0.06%	145
2023 Q1	$413K	Hold	1,368	–	–	0.07%	139
2022 Q4	$383K	Hold	1,368	–	–	0.07%	143
2022 Q3	$401K	Hold	1,368	–	–	0.08%	138
2022 Q2	$428K	Hold	1,368	–	–	0.08%	138
2022 Q1	$534K	Sell	1,368 -110	-7%	-$39.9K	0.08%	135
2021 Q4	$554K	Hold	1,478	–	–	0.08%	134
2021 Q3	$439K	Hold	1,478	–	–	0.07%	139
2021 Q2	$444K	Hold	1,478	–	–	0.07%	140
2021 Q1	$365K	Hold	1,478	–	–	0.06%	143
2020 Q4	$341K	Hold	1,478	–	–	0.06%	139
2020 Q3	$329K	Hold	1,478	–	–	0.07%	137
2020 Q2	$284K	Hold	1,478	–	–	0.06%	142
2020 Q1	$294K	Hold	1,478	–	–	0.07%	133
2019 Q4	$315K	Hold	1,478	–	–	0.06%	150
2019 Q3	$363K	Hold	1,478	–	–	0.07%	149
2019 Q2	$352K	Hold	1,478	–	–	0.08%	124
2019 Q1	$322K	Hold	1,478	–	–	0.07%	128
2018 Q4	$299K	Hold	1,478	–	–	0.08%	128
2018 Q3	$298K	Sell	1,478 -200	-12%	-$43.2K	0.06%	139
2018 Q2	$381K	Hold	1,678	–	–	0.09%	129
2018 Q1	$336K	Hold	1,678	–	–	0.08%	133
2017 Q4	$351K	Hold	1,678	–	–	0.08%	135
2017 Q3	$359K	Hold	1,678	–	–	0.09%	126
2017 Q2	$350K	Hold	1,678	–	–	0.08%	131
2017 Q1	$367K	Hold	1,678	–	–	0.09%	128
2016 Q4	$375K	Hold	1,678	–	–	0.09%	128
2016 Q3	$374K	Hold	1,678	–	–	0.09%	129
2016 Q2	$429K	Hold	1,678	–	–	0.16%	84
2016 Q1	$463K	Hold	1,678	–	–	0.18%	78
2015 Q4	$416K	Hold	1,678	–	–	0.16%	85
2015 Q3	$355K	Sell	1,678 -160	-9%	-$32.6K	0.14%	92
2015 Q2	$339K	Hold	1,838	–	–	0.12%	101
2015 Q1	$362K	Hold	1,838	–	–	0.12%	103
2014 Q4	$340K	Hold	1,838	–	–	0.11%	111
2014 Q3	$305K	Hold	1,838	–	–	0.09%	120
2014 Q2	$315K	Hold	1,838	–	–	0.09%	119
2014 Q1	$310K	Hold	1,838	–	–	0.07%	126
2013 Q4	$277K	Hold	1,838	–	–	0.07%	124
2013 Q3	$295K	Hold	1,838	–	–	0.08%	121
2013 Q2	$282K	Buy	+1,838	New	+$290K	0.08%	120

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

Mechanics Bank - Trust Department's PSA Position: Q2 2026 in Review

Mechanics Bank - Trust Department reduced its Public Storage (PSA) stake by 27% in Q2 2026, selling an estimated $139K and leaving 1,260 shares worth $401K. The position accounts for 0.05% of the portfolio, ranked #165.

Mechanics Bank - Trust Department first reported a position in PSA in Q2 2013 and has held it in 53 quarters since. The position peaked at $554K in Q4 2021. 1,118 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Mechanics Bank - Trust Department held 1,260 shares of Public Storage worth $401K as of Q2 2026.
Mechanics Bank - Trust Department sold 455 Public Storage shares in Q2 2026, an estimated $139K.
Public Storage made up 0.05% of Mechanics Bank - Trust Department's portfolio in Q2 2026, its #165 holding.
Mechanics Bank - Trust Department first reported a position in Public Storage in Q2 2013 and has held it in 53 quarters since.
Mechanics Bank - Trust Department's Public Storage position peaked at $554K in Q4 2021.
1,118 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Mechanics Bank - Trust Department's 13F filing for Q2 2026, filed 7 Jul 2026.