SYM Financial Corp’s Public Storage PSA Stock Holding History

SYM Financial Corp’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
2025 Q3	–	Sell	-1,222	Closed	-$359K	–	450
2025 Q2	$359K	Buy	+1,222	New	+$362K	0.04%	171

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SYM Financial Corp's PSA Position: Q3 2025 in Review

SYM Financial Corp sold out of Public Storage (PSA) in Q3 2025, closing a stake of 1,222 shares — an estimated $359K sold.

SYM Financial Corp first reported a position in PSA in Q2 2025 and held it in 1 quarter. The position peaked at $359K in Q2 2025. 1,119 funds tracked by Wall St. Rank hold PSA as of Q3 2025.

SYM Financial Corp reported no remaining Public Storage position as of Q3 2025 after selling out during the quarter.
SYM Financial Corp sold 1,222 Public Storage shares in Q3 2025, an estimated $359K.
SYM Financial Corp first reported a position in Public Storage in Q2 2025 and held it in 1 quarter.
SYM Financial Corp's Public Storage position peaked at $359K in Q2 2025.
1,119 funds tracked by Wall St. Rank held Public Storage as of Q3 2025.

Based on SYM Financial Corp's 13F filing for Q3 2025, filed 3 Nov 2025.