JSW
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Journey Strategic Wealth’s Pricesmart PSMT Stock Holding History

Journey Strategic Wealth’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 		$264K Buy
+1,754
New +$256K 0.01% 613

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

Journey Strategic Wealth's PSMT Position: Q1 2026 in Review

Journey Strategic Wealth opened a new position in Pricesmart (PSMT) in Q1 2026: 1,754 shares worth $264K. The stake represents 0.01% of the portfolio and ranks #613 among its holdings.

360 funds tracked by Wall St. Rank hold PSMT as of Q1 2026.

  • Journey Strategic Wealth held 1,754 shares of Pricesmart worth $264K as of Q1 2026.
  • Pricesmart was a new Journey Strategic Wealth position in Q1 2026.
  • Pricesmart made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #613 holding.
  • 360 funds tracked by Wall St. Rank held Pricesmart as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.