BFS
PSMT icon

Bare Financial Services’s Pricesmart PSMT Stock Holding History

Bare Financial Services’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
Q2 		$33.4K Buy
171
+62
+57% +$10.3K 0.01% 139
2026
Q1 		$16.4K Buy
109
+16
+17% +$2.34K ﹤0.01% 160
2025
Q4 		$11.4K Buy
93
+13
+16% +$1.59K ﹤0.01% 204
2025
Q3 		$9.7K Buy
80
+15
+23% +$1.66K ﹤0.01% 248
2025
Q2 		$6.83K Buy
65
+44
+210% +$4.44K ﹤0.01% 320
2025
Q1 		$1.84K Buy
+21
New +$1.87K ﹤0.01% 301

Other funds holding PSMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bare Financial Services's PSMT Position: Q2 2026 in Review

Bare Financial Services increased its Pricesmart (PSMT) stake by 57% in Q2 2026, buying an estimated $10.3K and bringing the position to 171 shares worth $33.4K. The position accounts for 0.01% of the portfolio, ranked #139.

Bare Financial Services first reported a position in PSMT in Q1 2025 and has held it in 6 quarters since. 386 funds tracked by Wall St. Rank hold PSMT as of Q2 2026.

  • Bare Financial Services held 171 shares of Pricesmart worth $33.4K as of Q2 2026.
  • Bare Financial Services bought 62 Pricesmart shares in Q2 2026, an estimated $10.3K.
  • Pricesmart made up 0.01% of Bare Financial Services's portfolio in Q2 2026, its #139 holding.
  • Bare Financial Services first reported a position in Pricesmart in Q1 2025 and has held it in 6 quarters since.
  • 386 funds tracked by Wall St. Rank held Pricesmart as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.