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Sowell Financial Services’s Public Storage PSA Stock Holding History

Sowell Financial Services’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 		$2.98M Buy
9,373
+270
+3% +$82.6K 0.1% 221
2026
Q1 		$2.47M Buy
9,103
+484
+6% +$139K 0.09% 238
2025
Q4 		$2.24M Buy
8,619
+225
+3% +$63K 0.08% 253
2025
Q3 		$2.42M Buy
8,394
+183
+2% +$52.5K 0.09% 240
2025
Q2 		$2.41M Buy
8,211
+57
+0.7% +$16.9K 0.1% 213
2025
Q1 		$2.44M Buy
+8,154
New +$2.44M 0.11% 191
2023
Q2 		– Sell
-1,522
Closed -$460K – 766
2023
Q1 		$460K Buy
+1,522
New +$448K 0.04% 451
2021
Q2 		– Sell
-1,568
Closed -$431K – 2151
2021
Q1 		$431K Buy
1,568
+888
+131% +$207K 0.02% 708
2020
Q4 		$157K Buy
680
+17
+3% +$3.9K 0.01% 952
2020
Q3 		$148K Sell
663
-2
-0.3% -$409 0.01% 834
2020
Q2 		$128K Buy
665
+130
+24% +$25.1K 0.01% 892
2020
Q1 		$106K Sell
535
-752
-58% -$161K 0.01% 823
2019
Q4 		$274K Buy
1,287
+534
+71% +$118K 0.02% 611
2019
Q3 		$185K Buy
+753
New +$189K 0.02% 669
2017
Q1 		– Sell
-285
Closed -$62K – 504
2016
Q4 		$62K Buy
+285
New +$60.6K 0.02% 319

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

Sowell Financial Services's PSA Position: Q2 2026 in Review

Sowell Financial Services increased its Public Storage (PSA) stake by 3% in Q2 2026, buying an estimated $82.6K and bringing the position to 9,373 shares worth $2.98M. The position accounts for 0.1% of the portfolio, ranked #221.

Sowell Financial Services first reported a position in PSA in Q4 2016 and has held it in 15 quarters since. 1,118 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Sowell Financial Services held 9,373 shares of Public Storage worth $2.98M as of Q2 2026.
  • Sowell Financial Services bought 270 Public Storage shares in Q2 2026, an estimated $82.6K.
  • Public Storage made up 0.1% of Sowell Financial Services's portfolio in Q2 2026, its #221 holding.
  • Sowell Financial Services first reported a position in Public Storage in Q4 2016 and has held it in 15 quarters since.
  • 1,118 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.