Kingsview Wealth Management
PSMT icon

Kingsview Wealth Management’s Pricesmart PSMT Stock Holding History

Kingsview Wealth Management’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 		– Sell
-27,940
Closed -$3.43M – 1401
2025
Q4 		$3.43M Buy
+27,940
New +$3.41M 0.05% 360
2025
Q2 		– Sell
-27,829
Closed -$2.44M – 1211
2025
Q1 		$2.44M Buy
+27,829
New +$2.48M 0.05% 348

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American Century Companies
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Kingsview Wealth Management's PSMT Position: Q1 2026 in Review

Kingsview Wealth Management sold out of Pricesmart (PSMT) in Q1 2026, closing a stake of 27,940 shares — an estimated $3.43M sold.

Kingsview Wealth Management first reported a position in PSMT in Q1 2025 and held it in 2 quarters. The position peaked at $3.43M in Q4 2025. 361 funds tracked by Wall St. Rank hold PSMT as of Q1 2026.

  • Kingsview Wealth Management reported no remaining Pricesmart position as of Q1 2026 after selling out during the quarter.
  • Kingsview Wealth Management sold 27,940 Pricesmart shares in Q1 2026, an estimated $3.43M.
  • Kingsview Wealth Management first reported a position in Pricesmart in Q1 2025 and held it in 2 quarters.
  • Kingsview Wealth Management's Pricesmart position peaked at $3.43M in Q4 2025.
  • 361 funds tracked by Wall St. Rank held Pricesmart as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.