Convergence Financial’s Pricesmart PSMT Stock Holding History

Convergence Financial’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	$482K	Buy	+2,849	New	+$512K	0.07%	170

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

Convergence Financial's PSMT Position: Q3 2026 in Review

Convergence Financial opened a new position in Pricesmart (PSMT) in Q3 2026: 2,849 shares worth $482K. The stake represents 0.07% of the portfolio and ranks #170 among its holdings.

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

Convergence Financial held 2,849 shares of Pricesmart worth $482K as of Q3 2026.
Pricesmart was a new Convergence Financial position in Q3 2026.
Pricesmart made up 0.07% of Convergence Financial's portfolio in Q3 2026, its #170 holding.
170 funds tracked by Wall St. Rank held Pricesmart as of Q3 2026.

Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.