CX Institutional
PSMT icon

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
Q3 		$1K Hold
7
– – ﹤0.01% 1645
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

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

CX Institutional's PSMT Position: Q3 2026 in Review

CX Institutional held its Pricesmart (PSMT) position steady in Q3 2026 at 7 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1645.

CX Institutional first reported a position in PSMT in Q4 2025 and has held it in 4 quarters since. 68 funds tracked by Wall St. Rank hold PSMT as of Q3 2026.

  • CX Institutional held 7 shares of Pricesmart worth $1K as of Q3 2026.
  • CX Institutional left its Pricesmart share count unchanged in Q3 2026.
  • Pricesmart made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1645 holding.
  • CX Institutional first reported a position in Pricesmart in Q4 2025 and has held it in 4 quarters since.
  • 68 funds tracked by Wall St. Rank held Pricesmart as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.