Vest Financial’s Public Storage PSA Stock Holding History

Vest 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 Q1	–	Sell	-991	Closed	-$257K	–	435
2025 Q4	$257K	Buy	+991	New	+$277K	﹤0.01%	404

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

Vest Financial's PSA Position: Q1 2026 in Review

Vest Financial sold out of Public Storage (PSA) in Q1 2026, closing a stake of 991 shares — an estimated $257K sold.

Vest Financial first reported a position in PSA in Q4 2025 and held it in 1 quarter. The position peaked at $257K in Q4 2025. 1,084 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Vest Financial reported no remaining Public Storage position as of Q1 2026 after selling out during the quarter.
Vest Financial sold 991 Public Storage shares in Q1 2026, an estimated $257K.
Vest Financial first reported a position in Public Storage in Q4 2025 and held it in 1 quarter.
Vest Financial's Public Storage position peaked at $257K in Q4 2025.
1,084 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Vest Financial's 13F filing for Q1 2026, filed 24 Apr 2026.