FFA
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Farther Finance Advisors’s Pricesmart PSMT Stock Holding History

Farther Finance Advisors’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 		$123K Buy
726
+520
+252% +$93.5K ﹤0.01% 2695
2026
Q2 		$40.2K Buy
206
+15
+8% +$2.5K ﹤0.01% 3423
2026
Q1 		$28.9K Buy
191
+108
+130% +$15.8K ﹤0.01% 3395
2025
Q4 		$10.2K Buy
83
+69
+493% +$8.42K ﹤0.01% 3892
2025
Q3 		$1.7K Buy
14
+5
+56% +$553 ﹤0.01% 4194
2025
Q2 		$945 Sell
9
-1
-10% -$101 ﹤0.01% 3916
2025
Q1 		$881 Hold
10
– – ﹤0.01% 3650
2024
Q4 		$922 Sell
10
-205
-95% -$18.7K ﹤0.01% 3274
2024
Q3 		$19.7K Sell
215
-9
-4% -$776 ﹤0.01% 2085
2024
Q2 		$17.8K Buy
+224
New +$18.4K ﹤0.01% 1819

Other funds holding PSMT

CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
KWM
Koa Wealth Management Encinitas, California $154M AUM 13.16% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors's PSMT Position: Q3 2026 in Review

Farther Finance Advisors increased its Pricesmart (PSMT) stake by 252% in Q3 2026, buying an estimated $93.5K and bringing the position to 726 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #2695.

Farther Finance Advisors first reported a position in PSMT in Q2 2024 and has held it in 10 quarters since. 22 funds tracked by Wall St. Rank hold PSMT as of Q3 2026.

  • Farther Finance Advisors held 726 shares of Pricesmart worth $123K as of Q3 2026.
  • Farther Finance Advisors bought 520 Pricesmart shares in Q3 2026, an estimated $93.5K.
  • Pricesmart made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2695 holding.
  • Farther Finance Advisors first reported a position in Pricesmart in Q2 2024 and has held it in 10 quarters since.
  • 22 funds tracked by Wall St. Rank held Pricesmart as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.