Twin Peaks Wealth Advisors’s Public Storage PSA Stock Holding History

Twin Peaks Wealth Advisors’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	-76	Closed	-$20.7K	–	1686
2026 Q1	$20.7K	Buy	+76	New	+$21.8K	0.01%	701
2025 Q3	–	Sell	-41	Closed	-$11.6K	–	1603
2025 Q2	$11.6K	Buy	+41	New	+$12.1K	﹤0.01%	860

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 $3.37T AUM 44.26% 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

Twin Peaks Wealth Advisors's PSA Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Public Storage (PSA) in Q2 2026, closing a stake of 76 shares — an estimated $20.7K sold.

Twin Peaks Wealth Advisors first reported a position in PSA in Q2 2025 and held it in 2 quarters. The position peaked at $20.7K in Q1 2026. 1,126 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Public Storage position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 76 Public Storage shares in Q2 2026, an estimated $20.7K.
Twin Peaks Wealth Advisors first reported a position in Public Storage in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Public Storage position peaked at $20.7K in Q1 2026.
1,126 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.