Petix & Botte Financial’s Public Storage PSA Stock Holding History

Petix & Botte 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 Q2	$242K	Buy	760 +380	+100%	+$116K	0.05%	137
2026 Q1	$206K	Sell	380 -448	-54%	-$128K	0.05%	136
2025 Q4	$215K	Buy	828 +64	+8%	+$17.9K	0.05%	128
2025 Q3	$221K	Hold	764	–	–	0.05%	127
2025 Q2	$224K	Hold	764	–	–	0.06%	122
2025 Q1	$229K	Hold	764	–	–	0.06%	121
2024 Q4	$229K	Hold	764	–	–	0.06%	120
2024 Q3	$278K	Hold	764	–	–	0.07%	102
2024 Q2	$220K	Buy	+764	New	+$211K	0.06%	114
2024 Q1	–	Sell	-764	Closed	-$233K	–	157
2023 Q4	$233K	Buy	764 +4	+0.5%	+$1.06K	0.07%	113
2023 Q3	$200K	Hold	760	–	–	0.06%	116
2023 Q2	$222K	Buy	+760	New	+$221K	0.07%	111
2022 Q2	–	Sell	-760	Closed	-$297K	–	102
2022 Q1	$297K	Buy	+760	New	+$276K	0.09%	87
2021 Q4	–	Sell	-760	Closed	-$226K	–	101
2021 Q3	$226K	Buy	+760	New	+$238K	0.08%	104

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

Petix & Botte Financial's PSA Position: Q2 2026 in Review

Petix & Botte Financial increased its Public Storage (PSA) stake by 100% in Q2 2026, buying an estimated $116K and bringing the position to 760 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #137.

Petix & Botte Financial first reported a position in PSA in Q3 2021 and has held it in 14 quarters since. The position peaked at $297K in Q1 2022. 1,119 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Petix & Botte Financial held 760 shares of Public Storage worth $242K as of Q2 2026.
Petix & Botte Financial bought 380 Public Storage shares in Q2 2026, an estimated $116K.
Public Storage made up 0.05% of Petix & Botte Financial's portfolio in Q2 2026, its #137 holding.
Petix & Botte Financial first reported a position in Public Storage in Q3 2021 and has held it in 14 quarters since.
Petix & Botte Financial's Public Storage position peaked at $297K in Q1 2022.
1,119 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.