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Bell Investment Advisors’s Pricesmart PSMT Stock Holding History

Bell Investment Advisors’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
Q1 		$31.6K Buy
210
+3
+1% +$438 ﹤0.01% 338
2025
Q4 		$25.4K Buy
207
+48
+30% +$5.86K ﹤0.01% 380
2025
Q3 		$19.3K Sell
159
-5
-3% -$553 ﹤0.01% 418
2025
Q2 		$17.2K Buy
164
+7
+4% +$706 ﹤0.01% 467
2025
Q1 		$13.8K Hold
157
– – ﹤0.01% 492
2024
Q4 		$14.5K Buy
157
+5
+3% +$456 ﹤0.01% 473
2024
Q3 		$14K Hold
152
– – ﹤0.01% 498
2024
Q2 		$12.3K Buy
152
+13
+9% +$1.07K ﹤0.01% 532
2024
Q1 		$11.7K Hold
139
– – ﹤0.01% 526
2023
Q4 		$10.5K Sell
139
-15
-10% -$1.06K ﹤0.01% 541
2023
Q3 		$11.5K Hold
154
– – ﹤0.01% 458
2023
Q2 		$11.4K Buy
154
+7
+5% +$515 ﹤0.01% 468
2023
Q1 		$10.5K Sell
147
-20
-12% -$1.4K ﹤0.01% 466
2022
Q4 		$10.2K Buy
167
+48
+40% +$3.13K ﹤0.01% 481
2022
Q3 		$7K Buy
119
+4
+3% +$259 ﹤0.01% 547
2022
Q2 		$8K Buy
+115
New +$8.91K ﹤0.01% 513
2021
Q4 		$7K Sell
94
-5
-5% -$376 ﹤0.01% 624
2021
Q3 		$8K Buy
+99
New +$8.4K ﹤0.01% 531

Other funds holding PSMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bell Investment Advisors's PSMT Position: Q1 2026 in Review

Bell Investment Advisors increased its Pricesmart (PSMT) stake by 1.4% in Q1 2026, buying an estimated $438 and bringing the position to 210 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Bell Investment Advisors first reported a position in PSMT in Q3 2021 and has held it in 18 quarters since. 360 funds tracked by Wall St. Rank hold PSMT as of Q1 2026.

  • Bell Investment Advisors held 210 shares of Pricesmart worth $31.6K as of Q1 2026.
  • Bell Investment Advisors bought 3 Pricesmart shares in Q1 2026, an estimated $438.
  • Pricesmart made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #338 holding.
  • Bell Investment Advisors first reported a position in Pricesmart in Q3 2021 and has held it in 18 quarters since.
  • 360 funds tracked by Wall St. Rank held Pricesmart as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.