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Dogwood Wealth Management’s Public Storage PSA Stock Holding History

Dogwood Wealth 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
Q2 		$21.6K Buy
68
+28
+70% +$8.57K 0.01% 237
2026
Q1 		$10.8K Buy
40
+21
+111% +$6.02K ﹤0.01% 327
2025
Q4 		$4.93K Sell
19
-19
-50% -$5.32K ﹤0.01% 422
2025
Q3 		$11K Buy
38
+8
+27% +$2.3K 0.01% 264
2025
Q2 		$8.72K Buy
30
+20
+200% +$5.92K ﹤0.01% 311
2025
Q1 		$2.99K Buy
+10
New +$2.99K ﹤0.01% 290
2024
Q3 		– Hold
0
– – – 308
2024
Q2 		– Hold
0
– – – 361
2024
Q1 		– Hold
0
– – – 365
2023
Q4 		– Hold
0
– – – 318

Other funds holding PSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dogwood Wealth Management's PSA Position: Q2 2026 in Review

Dogwood Wealth Management increased its Public Storage (PSA) stake by 70% in Q2 2026, buying an estimated $8.57K and bringing the position to 68 shares worth $21.6K. The position accounts for 0.01% of the portfolio, ranked #237.

Dogwood Wealth Management first reported a position in PSA in Q1 2025 and has held it in 6 quarters since. 1,116 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Dogwood Wealth Management held 68 shares of Public Storage worth $21.6K as of Q2 2026.
  • Dogwood Wealth Management bought 28 Public Storage shares in Q2 2026, an estimated $8.57K.
  • Public Storage made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #237 holding.
  • Dogwood Wealth Management first reported a position in Public Storage in Q1 2025 and has held it in 6 quarters since.
  • 1,116 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.