Sun Financial’s Public Storage PSA Stock Holding History

Sun 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	$308K	Sell	1,017 -67	-6%	-$19.2K	0.15%	126
2025 Q4	$281K	Buy	+1,084	New	+$303K	0.16%	139

Other funds holding PSA

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Sun Financial's PSA Position: Q1 2026 in Review

Sun Financial reduced its Public Storage (PSA) stake by 6.2% in Q1 2026, selling an estimated $19.2K and leaving 1,017 shares worth $308K. The position accounts for 0.15% of the portfolio, ranked #126.

Sun Financial first reported a position in PSA in Q4 2025 and has held it in 2 quarters since. 1,085 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Sun Financial held 1,017 shares of Public Storage worth $308K as of Q1 2026.
Sun Financial sold 67 Public Storage shares in Q1 2026, an estimated $19.2K.
Public Storage made up 0.15% of Sun Financial's portfolio in Q1 2026, its #126 holding.
Sun Financial first reported a position in Public Storage in Q4 2025 and has held it in 2 quarters since.
1,085 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

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