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 Q2	–	Sell	-1,017	Closed	-$308K	–	172
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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sun Financial's PSA Position: Q2 2026 in Review

Sun Financial sold out of Public Storage (PSA) in Q2 2026, closing a stake of 1,017 shares — an estimated $308K sold.

Sun Financial first reported a position in PSA in Q4 2025 and held it in 2 quarters. The position peaked at $308K in Q1 2026. 1,127 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Sun Financial reported no remaining Public Storage position as of Q2 2026 after selling out during the quarter.
Sun Financial sold 1,017 Public Storage shares in Q2 2026, an estimated $308K.
Sun Financial first reported a position in Public Storage in Q4 2025 and held it in 2 quarters.
Sun Financial's Public Storage position peaked at $308K in Q1 2026.
1,127 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

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