Back to PSA-PS
Sowell Financial Services LLC → PSA-PS
Sowell Financial Services LLC PSA-PS Position History
Public Storage • Financial Services
Quarters held
5
Latest value
$2.9M
Q3 2026
Peak value
$5.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.2M |
| Q1 2026 | $2.5M |
| Q2 2026 | $3M |
| Q3 2026 | $5.8M |
| Q3 2026 | $2.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.9M | 10.3K | — | — |
| Q3 2026 | $5.8M | 20.6K | — | — |
| Q2 2026 | $3M | 9.4K | — | — |
| Q1 2026 | $2.5M | 9.1K | — | — |
| Q4 2025 | $2.2M | 8.6K | — | — |
Other funds holding PSA-PS
$6.2B
$6.1B
$5.9B
$3.8B
$3.5B
$3.2B
$3.2B