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Sovereign Financial Group’s Public Storage PSA Stock Holding History

Sovereign 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
2026
Q2 		$312K Sell
981
-17
-2% -$5.2K 0.05% 291
2026
Q1 		$270K Buy
998
+14
+1% +$4.01K 0.05% 296
2025
Q4 		$255K Sell
984
-94
-9% -$26.3K 0.04% 290
2025
Q3 		$311K Sell
1,078
-7
-0.6% -$2.01K 0.06% 259
2025
Q2 		$318K Buy
1,085
+8
+0.7% +$2.37K 0.07% 236
2025
Q1 		$322K Sell
1,077
-24
-2% -$7.18K 0.07% 219
2024
Q4 		$330K Buy
1,101
+9
+0.8% +$2.99K 0.08% 224
2024
Q3 		$397K Buy
1,092
+20
+2% +$6.49K 0.09% 196
2024
Q2 		$308K Sell
1,072
-3
-0.3% -$827 0.08% 214
2024
Q1 		$312K Buy
1,075
+118
+12% +$33.8K 0.08% 210
2023
Q4 		$292K Buy
957
+3
+0.3% +$796 0.09% 190
2023
Q3 		$251K Sell
954
-6
-0.6% -$1.68K 0.09% 191
2023
Q2 		$280K Buy
960
+1
+0.1% +$291 0.09% 192
2023
Q1 		$290K Hold
959
– – 0.11% 178
2022
Q4 		$269K Buy
959
+17
+2% +$4.96K 0.11% 181
2022
Q3 		$276K Hold
942
– – 0.11% 163
2022
Q2 		$295K Sell
942
-10
-1% -$3.46K 0.12% 158
2022
Q1 		$372K Hold
952
– – 0.14% 151
2021
Q4 		$357K Buy
952
+178
+23% +$59.5K 0.14% 143
2021
Q3 		$230K Buy
+774
New +$243K 0.13% 146

Other funds holding PSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sovereign Financial Group's PSA Position: Q2 2026 in Review

Sovereign Financial Group reduced its Public Storage (PSA) stake by 1.7% in Q2 2026, selling an estimated $5.2K and leaving 981 shares worth $312K. The position accounts for 0.05% of the portfolio, ranked #291.

Sovereign Financial Group first reported a position in PSA in Q3 2021 and has held it in 20 quarters since. The position peaked at $397K in Q3 2024. 1,118 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Sovereign Financial Group held 981 shares of Public Storage worth $312K as of Q2 2026.
  • Sovereign Financial Group sold 17 Public Storage shares in Q2 2026, an estimated $5.2K.
  • Public Storage made up 0.05% of Sovereign Financial Group's portfolio in Q2 2026, its #291 holding.
  • Sovereign Financial Group first reported a position in Public Storage in Q3 2021 and has held it in 20 quarters since.
  • Sovereign Financial Group's Public Storage position peaked at $397K in Q3 2024.
  • 1,118 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.