Boyer Financial Services
PSA icon

Boyer Financial Services’s Public Storage PSA Stock Holding History

Boyer Financial Services’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
Q3 		$314K Hold
1,111
– – 0.25% 46
2026
Q2 		$366K Hold
1,111
– – 0.31% 37
2026
Q1 		$301K Hold
1,111
– – 0.32% 33
2025
Q4 		$287K Buy
+1,111
New +$311K 0.3% 37

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Bank of New York Mellon
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Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Boyer Financial Services's PSA Position: Q3 2026 in Review

Boyer Financial Services held its Public Storage (PSA) position steady in Q3 2026 at 1,111 shares worth $314K. The position accounts for 0.25% of the portfolio, ranked #46.

Boyer Financial Services first reported a position in PSA in Q4 2025 and has held it in 4 quarters since. The position peaked at $366K in Q2 2026. 593 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • Boyer Financial Services held 1,111 shares of Public Storage worth $314K as of Q3 2026.
  • Boyer Financial Services left its Public Storage share count unchanged in Q3 2026.
  • Public Storage made up 0.25% of Boyer Financial Services's portfolio in Q3 2026, its #46 holding.
  • Boyer Financial Services first reported a position in Public Storage in Q4 2025 and has held it in 4 quarters since.
  • Boyer Financial Services's Public Storage position peaked at $366K in Q2 2026.
  • 593 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Boyer Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.