HHGA
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Halbert Hargrove Global Advisors’s Pricesmart PSMT Stock Holding History

Halbert Hargrove Global 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
2025
Q4 		– Sell
-10
Closed -$1.21K – 660
2025
Q3 		$1.21K Buy
+10
New +$1.11K ﹤0.01% 645

Other funds holding PSMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Halbert Hargrove Global Advisors's PSMT Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Pricesmart (PSMT) in Q4 2025, closing a stake of 10 shares — an estimated $1.21K sold.

Halbert Hargrove Global Advisors first reported a position in PSMT in Q3 2025 and held it in 1 quarter. The position peaked at $1.21K in Q3 2025. 344 funds tracked by Wall St. Rank hold PSMT as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining Pricesmart position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 10 Pricesmart shares in Q4 2025, an estimated $1.21K.
  • Halbert Hargrove Global Advisors first reported a position in Pricesmart in Q3 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Pricesmart position peaked at $1.21K in Q3 2025.
  • 344 funds tracked by Wall St. Rank held Pricesmart as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.