Newbridge Financial Services Group’s Public Storage PSA Stock Holding History

Newbridge Financial Services Group’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	-4	Closed	-$1.17K	–	1368
2025 Q2	$1.17K	Buy	+4	New	+$1.18K	﹤0.01%	1182
2025 Q1	–	Sell	-1	Closed	-$299	–	1133
2024 Q4	$299	Sell	1 -14	-93%	-$4.65K	﹤0.01%	1078
2024 Q3	$5.46K	Hold	15	–	–	﹤0.01%	501
2024 Q2	$4.32K	Hold	15	–	–	﹤0.01%	870
2024 Q1	$4.35K	Buy	+15	New	+$4.3K	﹤0.01%	908
2023 Q1	–	Sell	-3	Closed	-$853	–	1460
2022 Q4	$853	Hold	3	–	–	﹤0.01%	1314
2022 Q3	$1K	Sell	3 -234	-99%	-$76.1K	﹤0.01%	1326
2022 Q2	$74K	Sell	237 -11	-4%	-$3.81K	0.05%	317
2022 Q1	$97K	Sell	248 -298	-55%	-$108K	0.05%	309
2021 Q4	$204K	Buy	546 +1	+0.2%	+$334	0.1%	201
2021 Q3	$162K	Buy	545 +131	+32%	+$41.1K	0.1%	200
2021 Q2	$125K	Buy	+414	New	+$116K	0.08%	246
2020 Q4	–	Sell	-82	Closed	-$18K	–	1149
2020 Q3	$18K	Buy	+82	New	+$16.8K	0.02%	533

Other funds holding PSA

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Newbridge Financial Services Group's PSA Position: Q3 2025 in Review

Newbridge Financial Services Group sold out of Public Storage (PSA) in Q3 2025, closing a stake of 4 shares — an estimated $1.17K sold.

Newbridge Financial Services Group first reported a position in PSA in Q3 2020 and held it in 13 quarters. The position peaked at $204K in Q4 2021. 1,123 funds tracked by Wall St. Rank hold PSA as of Q3 2025.

Newbridge Financial Services Group reported no remaining Public Storage position as of Q3 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 4 Public Storage shares in Q3 2025, an estimated $1.17K.
Newbridge Financial Services Group first reported a position in Public Storage in Q3 2020 and held it in 13 quarters.
Newbridge Financial Services Group's Public Storage position peaked at $204K in Q4 2021.
1,123 funds tracked by Wall St. Rank held Public Storage as of Q3 2025.

Based on Newbridge Financial Services Group's 13F filing for Q3 2025, filed 13 Nov 2025.