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Empirical Finance’s Pricesmart PSMT Stock Holding History

Empirical Finance’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
Q1 		– Sell
-3,819
Closed -$468K – 500
2025
Q4 		$468K Sell
3,819
-15,804
-81% -$1.93M 0.02% 415
2025
Q3 		$2.38M Hold
19,623
– – 0.11% 159
2025
Q2 		$2.06M Buy
+19,623
New +$1.98M 0.11% 175

Other funds holding PSMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Empirical Finance's PSMT Position: Q1 2026 in Review

Empirical Finance sold out of Pricesmart (PSMT) in Q1 2026, closing a stake of 3,819 shares — an estimated $468K sold.

Empirical Finance first reported a position in PSMT in Q2 2025 and held it in 3 quarters. The position peaked at $2.38M in Q3 2025. 361 funds tracked by Wall St. Rank hold PSMT as of Q1 2026.

  • Empirical Finance reported no remaining Pricesmart position as of Q1 2026 after selling out during the quarter.
  • Empirical Finance sold 3,819 Pricesmart shares in Q1 2026, an estimated $468K.
  • Empirical Finance first reported a position in Pricesmart in Q2 2025 and held it in 3 quarters.
  • Empirical Finance's Pricesmart position peaked at $2.38M in Q3 2025.
  • 361 funds tracked by Wall St. Rank held Pricesmart as of Q1 2026.

Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.