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 Q3	$1.7K	Hold	6	–	–	﹤0.01%	596
2026 Q2	$1.91K	Hold	6	–	–	﹤0.01%	574
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	$2.7K	Hold	9	–	–	﹤0.01%	475
2024 Q3	$3.28K	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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return

TFC Financial Management's PSA Position: Q3 2026 in Review

TFC Financial Management held its Public Storage (PSA) position steady in Q3 2026 at 6 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

TFC Financial Management first reported a position in PSA in Q3 2020 and has held it in 25 quarters since. The position peaked at $217K in Q1 2022. 968 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

TFC Financial Management held 6 shares of Public Storage worth $1.7K as of Q3 2026.
TFC Financial Management left its Public Storage share count unchanged in Q3 2026.
Public Storage made up ﹤0.01% of TFC Financial Management's portfolio in Q3 2026, its #596 holding.
TFC Financial Management first reported a position in Public Storage in Q3 2020 and has held it in 25 quarters since.
TFC Financial Management's Public Storage position peaked at $217K in Q1 2022.
968 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.