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Summit Financial’s Public Storage PSA Stock Holding History

Summit Financial’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 		$1.01M Buy
3,734
+2,198
+143% +$630K 0.01% 772
2025
Q4 		$398K Sell
1,536
-76
-5% -$21.3K 0.01% 962
2025
Q3 		$466K Sell
1,612
-22
-1% -$6.31K 0.01% 906
2025
Q2 		$479K Sell
1,634
-123
-7% -$36.4K 0.01% 582
2025
Q1 		$526K Buy
1,757
+112
+7% +$33.5K 0.01% 499
2024
Q4 		$493K Sell
1,645
-65
-4% -$21.6K 0.02% 452
2024
Q3 		$622K Buy
1,710
+121
+8% +$39.3K 0.02% 338
2024
Q2 		$457K Buy
1,589
+393
+33% +$108K 0.02% 339
2024
Q1 		$347K Buy
1,196
+111
+10% +$31.8K 0.02% 306
2023
Q4 		$331K Sell
1,085
-72
-6% -$19.1K 0.02% 289
2023
Q3 		$305K Buy
+1,157
New +$324K 0.02% 288

Other funds holding PSA

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summit Financial's PSA Position: Q1 2026 in Review

Summit Financial increased its Public Storage (PSA) stake by 143% in Q1 2026, buying an estimated $630K and bringing the position to 3,734 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #772.

Summit Financial first reported a position in PSA in Q3 2023 and has held it in 11 quarters since. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Summit Financial held 3,734 shares of Public Storage worth $1.01M as of Q1 2026.
  • Summit Financial bought 2,198 Public Storage shares in Q1 2026, an estimated $630K.
  • Public Storage made up 0.01% of Summit Financial's portfolio in Q1 2026, its #772 holding.
  • Summit Financial first reported a position in Public Storage in Q3 2023 and has held it in 11 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.