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Putney Financial Group’s Public Storage PSA Stock Holding History

Putney Financial 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
-353
Closed -$104K – 227
2025
Q2 		$104K Sell
353
-23
-6% -$6.81K 0.1% 94
2025
Q1 		$113K Sell
376
-23
-6% -$6.88K 0.12% 82
2024
Q4 		$119K Buy
+399
New +$132K 0.11% 84

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Putney Financial Group's PSA Position: Q3 2025 in Review

Putney Financial Group sold out of Public Storage (PSA) in Q3 2025, closing a stake of 353 shares — an estimated $104K sold.

Putney Financial Group first reported a position in PSA in Q4 2024 and held it in 3 quarters. The position peaked at $119K in Q4 2024. 1,123 funds tracked by Wall St. Rank hold PSA as of Q3 2025.

  • Putney Financial Group reported no remaining Public Storage position as of Q3 2025 after selling out during the quarter.
  • Putney Financial Group sold 353 Public Storage shares in Q3 2025, an estimated $104K.
  • Putney Financial Group first reported a position in Public Storage in Q4 2024 and held it in 3 quarters.
  • Putney Financial Group's Public Storage position peaked at $119K in Q4 2024.
  • 1,123 funds tracked by Wall St. Rank held Public Storage as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.