Riverview Trust Company’s Public Storage PSA Stock Holding History

Riverview Trust Company’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 Q2	–	Sell	-129	Closed	-$38.6K	–	501
2025 Q1	$38.6K	Hold	129	–	–	0.04%	262
2024 Q4	$38.6K	Sell	129 -3	-2%	-$996	0.04%	261
2024 Q3	$48K	Buy	132 +3	+2%	+$974	0.04%	246
2024 Q2	$37.1K	Hold	129	–	–	0.04%	271
2024 Q1	$37.4K	Buy	+129	New	+$37K	0.03%	290
2023 Q3	–	Sell	-45	Closed	-$13.1K	–	707
2023 Q2	$13.1K	Hold	45	–	–	0.01%	622
2023 Q1	$13.6K	Hold	45	–	–	0.01%	563
2022 Q4	$13K	Buy	45 +3	+7%	+$875	0.01%	585
2022 Q3	$12K	Sell	42 -58	-58%	-$18.9K	0.01%	613
2022 Q2	$31K	Hold	100	–	–	0.03%	282
2022 Q1	$39K	Buy	+100	New	+$36.3K	0.03%	254
2019 Q2	–	Sell	-7	Closed	-$2K	–	378
2019 Q1	$2K	Buy	+7	New	+$1.47K	﹤0.01%	402

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Riverview Trust Company's PSA Position: Q2 2025 in Review

Riverview Trust Company sold out of Public Storage (PSA) in Q2 2025, closing a stake of 129 shares — an estimated $38.6K sold.

Riverview Trust Company first reported a position in PSA in Q1 2019 and held it in 12 quarters. The position peaked at $48K in Q3 2024. 1,147 funds tracked by Wall St. Rank hold PSA as of Q2 2025.

Riverview Trust Company reported no remaining Public Storage position as of Q2 2025 after selling out during the quarter.
Riverview Trust Company sold 129 Public Storage shares in Q2 2025, an estimated $38.6K.
Riverview Trust Company first reported a position in Public Storage in Q1 2019 and held it in 12 quarters.
Riverview Trust Company's Public Storage position peaked at $48K in Q3 2024.
1,147 funds tracked by Wall St. Rank held Public Storage as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.