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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Public Storage PSA Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 		$5.66K Sell
20
-1,196
-98% -$374K ﹤0.01% 1172
2026
Q2 		$387K Sell
1,216
-1,150
-49% -$352K 0.05% 327
2026
Q1 		$641K Sell
2,366
-12
-0.5% -$3.44K 0.09% 218
2025
Q4 		$617K Sell
2,378
-355
-13% -$99.3K 0.08% 233
2025
Q3 		$789K Buy
2,733
+222
+9% +$63.7K 0.11% 163
2025
Q2 		$737K Sell
2,511
-414
-14% -$123K 0.12% 165
2025
Q1 		$875K Buy
2,925
+4
+0.1% +$1.2K 0.15% 130
2024
Q4 		$875K Buy
2,921
+191
+7% +$63.4K 0.15% 124
2024
Q3 		$993K Buy
+2,730
New +$886K 0.16% 118

Other funds holding PSA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s PSA Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reduced its Public Storage (PSA) stake by 98% in Q3 2026, selling an estimated $374K and leaving 20 shares worth $5.66K. The position accounts for ﹤0.01% of the portfolio, ranked #1172.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in PSA in Q3 2024 and has held it in 9 quarters since. The position peaked at $993K in Q3 2024. 968 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 20 shares of Public Storage worth $5.66K as of Q3 2026.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 1,196 Public Storage shares in Q3 2026, an estimated $374K.
  • Public Storage made up ﹤0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q3 2026, its #1172 holding.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Public Storage in Q3 2024 and has held it in 9 quarters since.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Public Storage position peaked at $993K in Q3 2024.
  • 968 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.