Hilltop National Bank PSA Public Storage

Ownership history in Hilltop National Bank  ·  9 quarters on record

AI Ownership Summary

Hilltop National Bank reported Public Storage (PSA) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows PSA at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PSA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hilltop National Bank's position in Public Storage, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PSA was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Hilltop National Bank held PSA — position size vs. price
% of Fund (quarterly)    PSA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 145 -15 -9.4% 0.01% $46K 2026-07-02 $329.64
2026 Q1 ADDED 160 +95 +146.2% 0.01% $43K 2026-04-02 $277.77
2025 Q4 UNCHANGED 65 0% 0.00% $17K 2026-01-07 $260.58
2025 Q3 UNCHANGED 65 0% 0.00% $19K 2025-10-08 $284.38
2025 Q2 ADDED 65 +15 +30.0% 0.00% $19K 2025-07-21 $273.24
2024 Q4 UNCHANGED 50 0% 0.00% $15K 2025-01-10 $271.99
2024 Q3 UNCHANGED 50 0% 0.01% $18K 2024-10-15 $321.65
2024 Q2 UNCHANGED 50 0% 0.00% $14K 2024-07-10 $265.72
2024 Q1 INITIATED 50 0.00% $15K 2024-05-06 $246.17

FAQ About Hilltop National Bank and PSA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hilltop National Bank reported owning PSA?

Hilltop National Bank reported PSA across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported PSA position in Hilltop National Bank's portfolio?

The largest reported portfolio weight for PSA was 0.01% in 2026 Q1.

What is the latest reported PSA position on this page?

The most recent filing on this page is 2026 Q2, when Hilltop National Bank reported 145 shares, equal to 0.01% of portfolio, with an estimated market value of $46K.

What does the chart on this PSA ownership page compare?

The chart compares Hilltop National Bank's quarterly PSA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Hilltop National Bank time their PSA position?

Based on 13F filing dates vs. subsequent PSA price moves, Hilltop National Bank correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on PSA relative to SPY over the holding period was -4.8%.

← Back to Hilltop National Bank Holdings