Pacific Sun Financial’s Public Storage PSA Stock Holding History

Pacific Sun 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 Q1	$386K	Sell	1,426 -6	-0.4%	-$1.72K	0.19%	145
2025 Q4	$372K	Buy	1,432 +30	+2%	+$8.39K	0.18%	147
2025 Q3	$405K	Buy	1,402 +285	+26%	+$81.8K	0.2%	131
2025 Q2	$328K	Buy	1,117 +127	+13%	+$37.6K	0.17%	148
2025 Q1	$296K	Buy	990 +223	+29%	+$66.7K	0.17%	150
2024 Q4	$230K	Buy	767 +149	+24%	+$49.4K	0.13%	166
2024 Q3	$225K	Buy	+618	New	+$201K	0.12%	171
2018 Q1	–	Sell	-1,508	Closed	-$315K	–	178
2017 Q4	$315K	Buy	+1,508	New	+$319K	0.17%	107

Other funds holding PSA

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

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

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

Pacific Sun Financial's PSA Position: Q1 2026 in Review

Pacific Sun Financial reduced its Public Storage (PSA) stake by 0.42% in Q1 2026, selling an estimated $1.72K and leaving 1,426 shares worth $386K. The position accounts for 0.19% of the portfolio, ranked #145.

Pacific Sun Financial first reported a position in PSA in Q4 2017 and has held it in 8 quarters since. The position peaked at $405K in Q3 2025. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Pacific Sun Financial held 1,426 shares of Public Storage worth $386K as of Q1 2026.
Pacific Sun Financial sold 6 Public Storage shares in Q1 2026, an estimated $1.72K.
Public Storage made up 0.19% of Pacific Sun Financial's portfolio in Q1 2026, its #145 holding.
Pacific Sun Financial first reported a position in Public Storage in Q4 2017 and has held it in 8 quarters since.
Pacific Sun Financial's Public Storage position peaked at $405K in Q3 2025.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.