Stiles Financial Services
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Stiles Financial Services’s Public Storage PSA Stock Holding History

Stiles 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
Q3 		$3.5M Sell
12,376
-57
-0.5% -$17.8K 0.89% 30
2026
Q2 		$3.96M Buy
12,433
+304
+3% +$93K 0.99% 28
2026
Q1 		$3.29M Buy
12,129
+347
+3% +$100K 1% 30
2025
Q4 		$3.06M Buy
11,782
+304
+3% +$85.1K 0.94% 30
2025
Q3 		$3.32M Buy
11,478
+1,142
+11% +$328K 1.05% 23
2025
Q2 		$3.03M Buy
10,336
+241
+2% +$71.3K 1.05% 26
2025
Q1 		$3.02M Buy
10,095
+346
+4% +$103K 1.16% 22
2024
Q4 		$2.92M Buy
9,749
+531
+6% +$176K 1.06% 28
2024
Q3 		$3.35M Buy
9,218
+349
+4% +$113K 1.18% 21
2024
Q2 		$2.55M Buy
8,869
+685
+8% +$189K 0.98% 31
2024
Q1 		$2.37M Buy
8,184
+687
+9% +$197K 0.95% 33
2023
Q4 		$2.29M Buy
7,497
+2,336
+45% +$620K 1.04% 28
2023
Q3 		$1.36M Buy
5,161
+932
+22% +$261K 0.71% 48
2023
Q2 		$1.23M Buy
4,229
+715
+20% +$208K 0.61% 56
2023
Q1 		$1.06M Buy
3,514
+5
+0.1% +$1.47K 0.57% 58
2022
Q4 		$983K Buy
3,509
+18
+0.5% +$5.25K 0.56% 55
2022
Q3 		$1.02M Buy
3,491
+111
+3% +$36.1K 0.62% 50
2022
Q2 		$1.06M Buy
3,380
+15
+0.4% +$5.19K 0.64% 53
2022
Q1 		$1.31M Buy
3,365
+11
+0.3% +$3.99K 0.66% 44
2021
Q4 		$1.26M Buy
+3,354
New +$1.12M 0.61% 49

Other funds holding PSA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Stiles Financial Services's PSA Position: Q3 2026 in Review

Stiles Financial Services reduced its Public Storage (PSA) stake by 0.46% in Q3 2026, selling an estimated $17.8K and leaving 12,376 shares worth $3.5M. The position accounts for 0.89% of the portfolio, ranked #30.

Stiles Financial Services first reported a position in PSA in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.96M in Q2 2026. 414 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • Stiles Financial Services held 12,376 shares of Public Storage worth $3.5M as of Q3 2026.
  • Stiles Financial Services sold 57 Public Storage shares in Q3 2026, an estimated $17.8K.
  • Public Storage made up 0.89% of Stiles Financial Services's portfolio in Q3 2026, its #30 holding.
  • Stiles Financial Services first reported a position in Public Storage in Q4 2021 and has held it in 20 quarters since.
  • Stiles Financial Services's Public Storage position peaked at $3.96M in Q2 2026.
  • 414 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.