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Larson Financial Group’s Pricesmart PSMT Stock Holding History

Larson Financial Group’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 		$43K Buy
220
+4
+2% +$667 ﹤0.01% 1583
2026
Q1 		$32.5K Hold
216
– – ﹤0.01% 1591
2025
Q4 		$26.5K Buy
216
+29
+16% +$3.54K ﹤0.01% 1557
2025
Q3 		$22.7K Buy
187
+78
+72% +$8.63K ﹤0.01% 1567
2025
Q2 		$11.4K Buy
+109
New +$11K ﹤0.01% 1747
2025
Q1 		– Sell
-93
Closed -$8.57K – 3184
2024
Q4 		$8.57K Hold
93
– – ﹤0.01% 1534
2024
Q3 		$8.54K Buy
+93
New +$8.02K ﹤0.01% 1539

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

Larson Financial Group's PSMT Position: Q2 2026 in Review

Larson Financial Group increased its Pricesmart (PSMT) stake by 1.9% in Q2 2026, buying an estimated $667 and bringing the position to 220 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #1583.

Larson Financial Group first reported a position in PSMT in Q3 2024 and has held it in 7 quarters since. 386 funds tracked by Wall St. Rank hold PSMT as of Q2 2026.

  • Larson Financial Group held 220 shares of Pricesmart worth $43K as of Q2 2026.
  • Larson Financial Group bought 4 Pricesmart shares in Q2 2026, an estimated $667.
  • Pricesmart made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1583 holding.
  • Larson Financial Group first reported a position in Pricesmart in Q3 2024 and has held it in 7 quarters since.
  • 386 funds tracked by Wall St. Rank held Pricesmart as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.