Personal CFO Solutions’s Public Storage PSA Stock Holding History

Personal CFO Solutions’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 Q4	–	Sell	-774	Closed	-$224K	–	522
2025 Q3	$224K	Sell	774 -35	-4%	-$10K	0.04%	457
2025 Q2	$237K	Buy	809 +48	+6%	+$14.2K	0.04%	409
2025 Q1	$228K	Buy	761 +45	+6%	+$13.5K	0.05%	391
2024 Q4	$215K	Buy	+716	New	+$238K	0.04%	428
2023 Q2	–	Sell	-678	Closed	-$205K	–	502
2023 Q1	$205K	Buy	+678	New	+$199K	0.04%	443

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 $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

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

Cohen & Steers New York $63.2B AUM 17.15% 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

Personal CFO Solutions's PSA Position: Q4 2025 in Review

Personal CFO Solutions sold out of Public Storage (PSA) in Q4 2025, closing a stake of 774 shares — an estimated $224K sold.

Personal CFO Solutions first reported a position in PSA in Q1 2023 and held it in 5 quarters. The position peaked at $237K in Q2 2025. 1,111 funds tracked by Wall St. Rank hold PSA as of Q4 2025.

Personal CFO Solutions reported no remaining Public Storage position as of Q4 2025 after selling out during the quarter.
Personal CFO Solutions sold 774 Public Storage shares in Q4 2025, an estimated $224K.
Personal CFO Solutions first reported a position in Public Storage in Q1 2023 and held it in 5 quarters.
Personal CFO Solutions's Public Storage position peaked at $237K in Q2 2025.
1,111 funds tracked by Wall St. Rank held Public Storage as of Q4 2025.

Based on Personal CFO Solutions's 13F filing for Q4 2025, filed 22 Jan 2026.