CFM
PSMT icon

Cornerstone Financial Management’s Pricesmart PSMT Stock Holding History

Cornerstone Financial Management’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 		$977 Sell
5
-5
-50% -$834 ﹤0.01% 1122
2026
Q1 		$1.5K Hold
10
– – ﹤0.01% 833
2025
Q4 		$1.23K Buy
+10
New +$1.22K ﹤0.01% 848

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

Cornerstone Financial Management's PSMT Position: Q2 2026 in Review

Cornerstone Financial Management reduced its Pricesmart (PSMT) stake by 50% in Q2 2026, selling an estimated $834 and leaving 5 shares worth $977. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

Cornerstone Financial Management first reported a position in PSMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.5K in Q1 2026. 386 funds tracked by Wall St. Rank hold PSMT as of Q2 2026.

  • Cornerstone Financial Management held 5 shares of Pricesmart worth $977 as of Q2 2026.
  • Cornerstone Financial Management sold 5 Pricesmart shares in Q2 2026, an estimated $834.
  • Pricesmart made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1122 holding.
  • Cornerstone Financial Management first reported a position in Pricesmart in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's Pricesmart position peaked at $1.5K in Q1 2026.
  • 386 funds tracked by Wall St. Rank held Pricesmart as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.