Janney Montgomery Scott
PSMT icon

Janney Montgomery Scott’s Pricesmart PSMT Stock Holding History

Janney Montgomery Scott’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 		$2.64M Sell
17,561
-19
-0.1% -$2.77K 0.01% 1146
2025
Q4 		$2.16M Buy
17,580
+646
+4% +$78.8K ﹤0.01% 1297
2025
Q3 		$2.05M Buy
16,934
+170
+1% +$18.8K ﹤0.01% 1302
2025
Q2 		$1.76M Buy
16,764
+488
+3% +$49.2K ﹤0.01% 1271
2025
Q1 		$1.43M Buy
16,276
+2,868
+21% +$255K ﹤0.01% 1321
2024
Q4 		$1.24M Buy
13,408
+5,829
+77% +$532K ﹤0.01% 1423
2024
Q3 		$696K Buy
+7,579
New +$654K ﹤0.01% 1739
2020
Q1 		– Sell
-2,908
Closed -$207K – 2043
2019
Q4 		$207K Buy
+2,908
New +$209K ﹤0.01% 1921

Other funds holding PSMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return