Superior Planning, LLC’s Pricesmart PSMT Stock Holding History

Superior Planning, LLC’s Portfolio PSMT Stock Details PSMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.02K	Buy	+6	New	+$1.08K	﹤0.01%	1748

Other funds holding PSMT

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Black Creek Investment Management Toronto, Ontario, Canada $1.8B AUM 5.03% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Superior Planning, LLC's PSMT Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Pricesmart (PSMT) in Q3 2026: 6 shares worth $1.02K. The stake represents ﹤0.01% of the portfolio and ranks #1748 among its holdings.

253 funds tracked by Wall St. Rank hold PSMT as of Q3 2026.

Superior Planning, LLC held 6 shares of Pricesmart worth $1.02K as of Q3 2026.
Pricesmart was a new Superior Planning, LLC position in Q3 2026.
Pricesmart made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1748 holding.
253 funds tracked by Wall St. Rank held Pricesmart as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.