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HFM Investment Advisors’s Pricesmart PSMT Stock Holding History

HFM Investment 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
Q2 		$1.56K Buy
8
+5
+167% +$834 ﹤0.01% 562
2026
Q1 		$452 Hold
3
– – ﹤0.01% 715
2025
Q4 		$369 Hold
3
– – ﹤0.01% 818
2025
Q3 		$364 Hold
3
– – ﹤0.01% 793
2025
Q2 		$315 Buy
3
+2
+200% +$202 ﹤0.01% 829
2025
Q1 		$88 Buy
+1
New +$89 ﹤0.01% 896

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
BCIM
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

HFM Investment Advisors's PSMT Position: Q2 2026 in Review

HFM Investment Advisors increased its Pricesmart (PSMT) stake by 167% in Q2 2026, buying an estimated $834 and bringing the position to 8 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

HFM Investment Advisors first reported a position in PSMT in Q1 2025 and has held it in 6 quarters since. 386 funds tracked by Wall St. Rank hold PSMT as of Q2 2026.

  • HFM Investment Advisors held 8 shares of Pricesmart worth $1.56K as of Q2 2026.
  • HFM Investment Advisors bought 5 Pricesmart shares in Q2 2026, an estimated $834.
  • Pricesmart made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #562 holding.
  • HFM Investment Advisors first reported a position in Pricesmart in Q1 2025 and has held it in 6 quarters since.
  • 386 funds tracked by Wall St. Rank held Pricesmart as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.