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Stonebridge Financial Group (Pennsylvania)’s Public Storage PSA Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-1
Closed -$299 – 756
2025
Q1 		$299 Buy
+1
New +$299 ﹤0.01% 901

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s PSA Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Public Storage (PSA) in Q2 2025, closing a stake of 1 share — an estimated $299 sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in PSA in Q1 2025 and held it in 1 quarter. The position peaked at $299 in Q1 2025. 1,147 funds tracked by Wall St. Rank hold PSA as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Public Storage position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 1 Public Storage share in Q2 2025, an estimated $299.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Public Storage in Q1 2025 and held it in 1 quarter.
  • Stonebridge Financial Group (Pennsylvania)'s Public Storage position peaked at $299 in Q1 2025.
  • 1,147 funds tracked by Wall St. Rank held Public Storage as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.