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BFC Planning, Inc.’s Pricesmart PSMT Stock Holding History

BFC Planning, Inc.’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 		$24.8K Hold
127
– – ﹤0.01% 1907
2026
Q1 		$19.1K Hold
127
– – ﹤0.01% 1729
2025
Q4 		$15.6K Hold
127
– – ﹤0.01% 1859
2025
Q3 		$15.4K Hold
127
– – ﹤0.01% 1704
2025
Q2 		$13.3K Hold
127
– – ﹤0.01% 1679
2025
Q1 		$11.2K Hold
127
– – ﹤0.01% 1719
2024
Q4 		$11.7K Buy
+127
New +$11.6K ﹤0.01% 1691

Other funds holding PSMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Black Creek Investment Management
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFC Planning, Inc.'s PSMT Position: Q2 2026 in Review

BFC Planning, Inc. held its Pricesmart (PSMT) position steady in Q2 2026 at 127 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1907.

BFC Planning, Inc. first reported a position in PSMT in Q4 2024 and has held it in 7 quarters since. 388 funds tracked by Wall St. Rank hold PSMT as of Q2 2026.

  • BFC Planning, Inc. held 127 shares of Pricesmart worth $24.8K as of Q2 2026.
  • BFC Planning, Inc. left its Pricesmart share count unchanged in Q2 2026.
  • Pricesmart made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1907 holding.
  • BFC Planning, Inc. first reported a position in Pricesmart in Q4 2024 and has held it in 7 quarters since.
  • 388 funds tracked by Wall St. Rank held Pricesmart as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.