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Dickmeyer Boyce Financial Management’s Public Storage PSA Stock Holding History

Dickmeyer Boyce Financial Management’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 		$399K Hold
1,412
– – 0.2% 95
2026
Q2 		$449K Buy
1,412
+434
+44% +$133K 0.23% 93
2026
Q1 		$265K Buy
+978
New +$280K 0.16% 106

Other funds holding PSA

TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Dickmeyer Boyce Financial Management's PSA Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management held its Public Storage (PSA) position steady in Q3 2026 at 1,412 shares worth $399K. The position accounts for 0.2% of the portfolio, ranked #95.

Dickmeyer Boyce Financial Management first reported a position in PSA in Q1 2026 and has held it in 3 quarters since. The position peaked at $449K in Q2 2026. 32 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 1,412 shares of Public Storage worth $399K as of Q3 2026.
  • Dickmeyer Boyce Financial Management left its Public Storage share count unchanged in Q3 2026.
  • Public Storage made up 0.2% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #95 holding.
  • Dickmeyer Boyce Financial Management first reported a position in Public Storage in Q1 2026 and has held it in 3 quarters since.
  • Dickmeyer Boyce Financial Management's Public Storage position peaked at $449K in Q2 2026.
  • 32 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.