Rothwell Investment Advisors, LLC’s Pricesmart PSMT Stock Holding History

Rothwell Investment Advisors, 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	$38.5K	Buy	+228	New	+$41K	0.02%	473

Other funds holding PSMT

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

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

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return

Rothwell Investment Advisors, LLC's PSMT Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Pricesmart (PSMT) in Q3 2026: 228 shares worth $38.5K. The stake represents 0.02% of the portfolio and ranks #473 among its holdings.

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

Rothwell Investment Advisors, LLC held 228 shares of Pricesmart worth $38.5K as of Q3 2026.
Pricesmart was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Pricesmart made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #473 holding.
170 funds tracked by Wall St. Rank held Pricesmart as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.