Strategic Financial Services’s Public Storage PSA Stock Holding History

Strategic 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 Q1	$513K	Hold	1,895	–	–	0.02%	98
2025 Q4	$544K	Sell	1,895 -1	-0.1%	-$280	0.03%	93
2025 Q3	$548K	Buy	1,896 +1	+0.1%	+$287	0.03%	89
2025 Q2	$556K	Hold	1,895	–	–	0.03%	85
2025 Q1	$567K	Hold	1,895	–	–	0.03%	80
2024 Q4	$567K	Hold	1,895	–	–	0.03%	84
2024 Q3	$690K	Hold	1,895	–	–	0.04%	76
2024 Q2	$545K	Hold	1,895	–	–	0.03%	81
2024 Q1	$550K	Hold	1,895	–	–	0.04%	79
2023 Q4	$578K	Sell	1,895 -50	-3%	-$13.3K	0.04%	78
2023 Q3	$513K	Hold	1,945	–	–	0.04%	81
2023 Q2	$557K	Hold	1,945	–	–	0.04%	84
2023 Q1	$588K	Buy	1,945 +100	+5%	+$29.4K	0.05%	82
2022 Q4	$517K	Hold	1,845	–	–	0.04%	83
2022 Q3	$540K	Hold	1,845	–	–	0.05%	86
2022 Q2	$577K	Hold	1,845	–	–	0.05%	87
2022 Q1	$720K	Hold	1,845	–	–	0.05%	83
2021 Q4	$691K	Hold	1,845	–	–	0.05%	87
2021 Q3	$548K	Hold	1,845	–	–	0.04%	90
2021 Q2	$555K	Hold	1,845	–	–	0.04%	90
2021 Q1	$455K	Hold	1,845	–	–	0.04%	96
2020 Q4	$426K	Hold	1,845	–	–	0.04%	101
2020 Q3	$411K	Hold	1,845	–	–	0.04%	94
2020 Q2	$354K	Hold	1,845	–	–	0.04%	102
2020 Q1	$366K	Hold	1,845	–	–	0.05%	98
2019 Q4	$393K	Hold	1,845	–	–	0.05%	109
2019 Q3	$453K	Hold	1,845	–	–	0.06%	108
2019 Q2	$439K	Hold	1,845	–	–	0.06%	105
2019 Q1	$402K	Hold	1,845	–	–	0.06%	109
2018 Q4	$373K	Buy	+1,845	New	+$377K	0.06%	112

Other funds holding PSA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Strategic Financial Services's PSA Position: Q1 2026 in Review

Strategic Financial Services held its Public Storage (PSA) position steady in Q1 2026 at 1,895 shares worth $513K. The position accounts for 0.02% of the portfolio, ranked #98.

Strategic Financial Services first reported a position in PSA in Q4 2018 and has held it in 30 quarters since. The position peaked at $720K in Q1 2022. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Strategic Financial Services held 1,895 shares of Public Storage worth $513K as of Q1 2026.
Strategic Financial Services left its Public Storage share count unchanged in Q1 2026.
Public Storage made up 0.02% of Strategic Financial Services's portfolio in Q1 2026, its #98 holding.
Strategic Financial Services first reported a position in Public Storage in Q4 2018 and has held it in 30 quarters since.
Strategic Financial Services's Public Storage position peaked at $720K in Q1 2022.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Strategic Financial Services's 13F filing for Q1 2026, filed 8 May 2026.