Callan Family Office
PSMT icon

Callan Family Office’s Pricesmart PSMT Stock Holding History

Callan Family Office’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 		$299K Sell
1,529
-84
-5% -$14K 0.01% 1010
2026
Q1 		$243K Sell
1,613
-165
-9% -$24.1K 0.01% 996
2025
Q4 		$218K Buy
+1,778
New +$217K ﹤0.01% 1033

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 $3.38T AUM 44.17% 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

Callan Family Office's PSMT Position: Q2 2026 in Review

Callan Family Office reduced its Pricesmart (PSMT) stake by 5.2% in Q2 2026, selling an estimated $14K and leaving 1,529 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #1010.

Callan Family Office first reported a position in PSMT in Q4 2025 and has held it in 3 quarters since. 386 funds tracked by Wall St. Rank hold PSMT as of Q2 2026.

  • Callan Family Office held 1,529 shares of Pricesmart worth $299K as of Q2 2026.
  • Callan Family Office sold 84 Pricesmart shares in Q2 2026, an estimated $14K.
  • Pricesmart made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #1010 holding.
  • Callan Family Office first reported a position in Pricesmart in Q4 2025 and has held it in 3 quarters since.
  • 386 funds tracked by Wall St. Rank held Pricesmart as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.