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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
Q2 		$1.2M Buy
3,769
+35
+0.9% +$10.7K 0.01% 786
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 $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

Summit Financial's PSA Position: Q2 2026 in Review

Summit Financial increased its Public Storage (PSA) stake by 0.94% in Q2 2026, buying an estimated $10.7K and bringing the position to 3,769 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #786.

Summit Financial first reported a position in PSA in Q3 2023 and has held it in 12 quarters since. 1,126 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Summit Financial held 3,769 shares of Public Storage worth $1.2M as of Q2 2026.
  • Summit Financial bought 35 Public Storage shares in Q2 2026, an estimated $10.7K.
  • Public Storage made up 0.01% of Summit Financial's portfolio in Q2 2026, its #786 holding.
  • Summit Financial first reported a position in Public Storage in Q3 2023 and has held it in 12 quarters since.
  • 1,126 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.