CI
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CX Institutional’s Pricesmart PSMT Stock Holding History

CX Institutional’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 		$1K Hold
7
– – ﹤0.01% 1544
2026
Q1 		$1K Sell
7
-5
-42% -$730 ﹤0.01% 1525
2025
Q4 		$1K Buy
+12
New +$1.46K ﹤0.01% 1484

Other funds holding PSMT

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
KWM
Koa Wealth Management Encinitas, California $147M AUM 18.41% 1-Year Est. Return

CX Institutional's PSMT Position: Q2 2026 in Review

CX Institutional held its Pricesmart (PSMT) position steady in Q2 2026 at 7 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

CX Institutional first reported a position in PSMT in Q4 2025 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold PSMT as of Q2 2026.

  • CX Institutional held 7 shares of Pricesmart worth $1K as of Q2 2026.
  • CX Institutional left its Pricesmart share count unchanged in Q2 2026.
  • Pricesmart made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1544 holding.
  • CX Institutional first reported a position in Pricesmart in Q4 2025 and has held it in 3 quarters since.
  • 51 funds tracked by Wall St. Rank held Pricesmart as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.