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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
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 $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

Larson Financial Group's PSMT Position: Q1 2026 in Review

Larson Financial Group held its Pricesmart (PSMT) position steady in Q1 2026 at 216 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

Larson Financial Group first reported a position in PSMT in Q3 2024 and has held it in 6 quarters since. 360 funds tracked by Wall St. Rank hold PSMT as of Q1 2026.

  • Larson Financial Group held 216 shares of Pricesmart worth $32.5K as of Q1 2026.
  • Larson Financial Group left its Pricesmart share count unchanged in Q1 2026.
  • Pricesmart made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1591 holding.
  • Larson Financial Group first reported a position in Pricesmart in Q3 2024 and has held it in 6 quarters since.
  • 360 funds tracked by Wall St. Rank held Pricesmart as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.