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Farther Finance Advisors’s Public Storage PSA Stock Holding History

Farther Finance Advisors’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 		$989K Sell
3,496
-93
-3% -$29.1K 0.01% 1142
2026
Q2 		$1.14M Buy
3,589
+680
+23% +$208K 0.01% 1017
2026
Q1 		$804K Sell
2,909
-378
-11% -$108K 0.01% 1115
2025
Q4 		$853K Buy
3,287
+370
+13% +$104K 0.01% 979
2025
Q3 		$843K Buy
2,917
+585
+25% +$168K 0.01% 814
2025
Q2 		$684K Buy
2,332
+86
+4% +$25.5K 0.01% 757
2025
Q1 		$671K Buy
2,246
+499
+29% +$149K 0.02% 656
2024
Q4 		$523K Sell
1,747
-315
-15% -$105K 0.02% 563
2024
Q3 		$750K Buy
2,062
+132
+7% +$42.9K 0.03% 444
2024
Q2 		$547K Buy
1,930
+1,121
+139% +$309K 0.03% 456
2024
Q1 		$232K Sell
809
-155
-16% -$44.4K 0.01% 641
2023
Q4 		$294K Buy
964
+173
+22% +$45.9K 0.02% 454
2023
Q3 		$208K Buy
791
+207
+35% +$58K 0.03% 376
2023
Q2 		$170K Buy
584
+334
+134% +$97.3K 0.04% 338
2023
Q1 		$75.5K Buy
250
+2
+0.8% +$588 0.02% 488
2022
Q4 		$69.5K Buy
+248
New +$72.3K 0.03% 415

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
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
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Farther Finance Advisors's PSA Position: Q3 2026 in Review

Farther Finance Advisors reduced its Public Storage (PSA) stake by 2.6% in Q3 2026, selling an estimated $29.1K and leaving 3,496 shares worth $989K. The position accounts for 0.01% of the portfolio, ranked #1142.

Farther Finance Advisors first reported a position in PSA in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.14M in Q2 2026. 32 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • Farther Finance Advisors held 3,496 shares of Public Storage worth $989K as of Q3 2026.
  • Farther Finance Advisors sold 93 Public Storage shares in Q3 2026, an estimated $29.1K.
  • Public Storage made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1142 holding.
  • Farther Finance Advisors first reported a position in Public Storage in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Public Storage position peaked at $1.14M in Q2 2026.
  • 32 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.