Sovereign Financial Group, Inc.

Position in PSA — Public Storage

CIK 1846175 STAMFORD, CT

Position in PSA

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$312,262

+$41,924 QoQ

Shares Held

981

-1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#750

of 1,108 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Sovereign Financial Group, Inc. holds $312,262 across 1 REIT - Industrial name. PSA ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PSA	Public Storage This page	981	$312,262

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$312,262	981	-1.7%	Shares	Sole	2026-07-24
2026-03-31	$270,338	998	+1.4%	Shares	Sole	2026-04-17
2025-12-31	$255,348	984	-8.7%	Shares	Sole	2026-01-07
2025-09-30	$311,380	1,078	-0.6%	Shares	Sole	2025-10-17
2025-06-30	$318,360	1,085	+0.7%	Shares	Sole	2025-07-25
2025-03-31	$322,335	1,077	-2.2%	Shares	Sole	2025-04-11
2024-12-31	$329,683	1,101	+0.8%	Shares	Sole	2025-01-14
2024-09-30	$397,346	1,092	+1.9%	Shares	Sole	2024-10-08
2024-06-30	$308,360	1,072	-0.3%	Shares	Sole	2024-07-15
2024-03-31	$311,814	1,075	+12.3%	Shares	Sole	2024-04-15
2023-12-31	$291,885	957	+0.3%	Shares	Sole	2024-02-06
2023-09-30	$251,398	954	-0.6%	Shares	Sole	2023-11-03
2023-06-30	$280,204	960	+0.1%	Shares	Sole	2023-07-31
2023-03-31	$289,752	959	0.0%	Shares	Sole	2023-05-04
2022-12-31	$268,702	959	+1.8%	Shares	Sole	2023-02-14
2022-09-30	$275,827	942	0.0%	Shares	Sole	2022-11-14
2022-06-30	$294,535	942	-1.1%	Shares	Sole	2022-08-15
2022-03-31	$371,546	952	0.0%	Shares	Sole	2022-05-16
2021-12-31	$356,581	952	+23.0%	Shares	Sole	2022-02-15
2021-09-30	$229,955	774	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.