Cornerstone Planning Group
PSMT icon

Cornerstone Planning Group’s Pricesmart PSMT Stock Holding History

Cornerstone Planning Group’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 		– Sell
-195
Closed -$36.3K – 1295
2026
Q2 		$36.3K Sell
195
-1
-0.5% -$167 ﹤0.01% 482
2026
Q1 		$30.6K Sell
196
-2
-1% -$292 ﹤0.01% 540
2025
Q4 		$28.1K Buy
198
+188
+1,880% +$22.9K ﹤0.01% 497
2025
Q3 		$2.62K Buy
+10
New +$1.11K ﹤0.01% 1110
2025
Q2 		– Sell
-58
Closed -$5.82K – 1654
2025
Q1 		$5.82K Buy
+58
New +$5.17K ﹤0.01% 694

Other funds holding PSMT

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Hedeker Wealth
Hedeker Wealth Lincolnshire, Illinois $545M AUM 27.48% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Cornerstone Planning Group's PSMT Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Pricesmart (PSMT) in Q3 2026, closing a stake of 195 shares — an estimated $36.3K sold.

Cornerstone Planning Group first reported a position in PSMT in Q1 2025 and held it in 5 quarters. The position peaked at $36.3K in Q2 2026. 68 funds tracked by Wall St. Rank hold PSMT as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Pricesmart position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 195 Pricesmart shares in Q3 2026, an estimated $36.3K.
  • Cornerstone Planning Group first reported a position in Pricesmart in Q1 2025 and held it in 5 quarters.
  • Cornerstone Planning Group's Pricesmart position peaked at $36.3K in Q2 2026.
  • 68 funds tracked by Wall St. Rank held Pricesmart as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.