TFC Financial Management’s Public Storage PSA Stock Holding History

TFC Financial Management’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	$1.63K	Hold	6	–	–	﹤0.01%	558
2025 Q4	$1.56K	Sell	6 -2	-25%	-$560	﹤0.01%	555
2025 Q3	$2.31K	Hold	8	–	–	﹤0.01%	545
2025 Q2	$2.35K	Sell	8 -1	-11%	-$296	﹤0.01%	493
2025 Q1	$2.69K	Hold	9	–	–	﹤0.01%	462
2024 Q4	$2.69K	Hold	9	–	–	﹤0.01%	475
2024 Q3	$3.27K	Buy	9 +1	+13%	+$325	﹤0.01%	457
2024 Q2	$2.3K	Buy	8 +1	+14%	+$276	﹤0.01%	467
2024 Q1	$2.03K	Buy	7 +1	+17%	+$287	﹤0.01%	468
2023 Q4	$1.83K	Hold	6	–	–	﹤0.01%	463
2023 Q3	$1.58K	Sell	6 -1	-14%	-$280	﹤0.01%	488
2023 Q2	$2.04K	Buy	7 +1	+17%	+$291	﹤0.01%	440
2023 Q1	$1.81K	Buy	6 +3	+100%	+$882	﹤0.01%	469
2022 Q4	$841	Sell	3 -553	-99%	-$161K	﹤0.01%	473
2022 Q3	$163K	Hold	556	–	–	0.05%	102
2022 Q2	$174K	Hold	556	–	–	0.05%	103
2022 Q1	$217K	Hold	556	–	–	0.06%	93
2021 Q4	$208K	Hold	556	–	–	0.06%	103
2021 Q3	$165K	Hold	556	–	–	0.05%	113
2021 Q2	$167K	Hold	556	–	–	0.06%	108
2021 Q1	$137K	Hold	556	–	–	0.05%	114
2020 Q4	$128K	Hold	556	–	–	0.05%	116
2020 Q3	$124K	Buy	+556	New	+$114K	0.06%	99

Other funds holding PSA

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 Boston, Massachusetts $2.9T AUM 29.55% 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

TFC Financial Management's PSA Position: Q1 2026 in Review

TFC Financial Management held its Public Storage (PSA) position steady in Q1 2026 at 6 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

TFC Financial Management first reported a position in PSA in Q3 2020 and has held it in 23 quarters since. The position peaked at $217K in Q1 2022. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

TFC Financial Management held 6 shares of Public Storage worth $1.63K as of Q1 2026.
TFC Financial Management left its Public Storage share count unchanged in Q1 2026.
Public Storage made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #558 holding.
TFC Financial Management first reported a position in Public Storage in Q3 2020 and has held it in 23 quarters since.
TFC Financial Management's Public Storage position peaked at $217K in Q1 2022.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.