JWA
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JFS Wealth Advisors’s Pricesmart PSMT Stock Holding History

JFS Wealth 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 		$8.01K Buy
41
+5
+14% +$834 ﹤0.01% 1103
2026
Q1 		$5.42K Buy
36
+3
+9% +$438 ﹤0.01% 1168
2025
Q4 		$4.05K Buy
33
+9
+38% +$1.1K ﹤0.01% 1320
2025
Q3 		$2.91K Sell
24
-5
-17% -$553 ﹤0.01% 1325
2025
Q2 		$3.05K Buy
29
+5
+21% +$504 ﹤0.01% 1265
2025
Q1 		$2.11K Hold
24
– – ﹤0.01% 1448
2024
Q4 		$2.21K Hold
24
– – ﹤0.01% 1435
2024
Q3 		$2.2K Buy
24
+1
+4% +$86 ﹤0.01% 1444
2024
Q2 		$1.87K Hold
23
– – ﹤0.01% 1457
2024
Q1 		$1.93K Buy
23
+2
+10% +$159 ﹤0.01% 1454
2023
Q4 		$1.59K Sell
21
-2
-9% -$142 ﹤0.01% 1522
2023
Q3 		$1.71K Hold
23
– – ﹤0.01% 1422
2023
Q2 		$1.7K Buy
23
+1
+5% +$74 ﹤0.01% 1440
2023
Q1 		$1.57K Buy
22
+4
+22% +$280 ﹤0.01% 1451
2022
Q4 		$1.09K Buy
18
+16
+800% +$1.04K ﹤0.01% 1574
2022
Q3 		$0 Sell
2
-21
-91% -$1.36K ﹤0.01% 1885
2022
Q2 		$2K Buy
23
+6
+35% +$465 ﹤0.01% 1372
2022
Q1 		$1K Buy
17
+9
+113% +$664 ﹤0.01% 1711
2021
Q4 		$1K Buy
+8
New +$601 ﹤0.01% 1519

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 $3.37T AUM 44.26% 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

JFS Wealth Advisors's PSMT Position: Q2 2026 in Review

JFS Wealth Advisors increased its Pricesmart (PSMT) stake by 14% in Q2 2026, buying an estimated $834 and bringing the position to 41 shares worth $8.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1103.

JFS Wealth Advisors first reported a position in PSMT in Q4 2021 and has held it in 19 quarters since. 386 funds tracked by Wall St. Rank hold PSMT as of Q2 2026.

  • JFS Wealth Advisors held 41 shares of Pricesmart worth $8.01K as of Q2 2026.
  • JFS Wealth Advisors bought 5 Pricesmart shares in Q2 2026, an estimated $834.
  • Pricesmart made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1103 holding.
  • JFS Wealth Advisors first reported a position in Pricesmart in Q4 2021 and has held it in 19 quarters since.
  • 386 funds tracked by Wall St. Rank held Pricesmart as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.