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LRI Investments’s Pricesmart PSMT Stock Holding History

LRI Investments’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 		$586 Buy
+3
New +$500 ﹤0.01% 1504

Other funds holding PSMT

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ACM
Aubrey Capital Management Edinburgh, United Kingdom $160M AUM 57.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return

LRI Investments's PSMT Position: Q2 2026 in Review

LRI Investments opened a new position in Pricesmart (PSMT) in Q2 2026: 3 shares worth $586. The stake represents ﹤0.01% of the portfolio and ranks #1504 among its holdings.

108 funds tracked by Wall St. Rank hold PSMT as of Q2 2026.

  • LRI Investments held 3 shares of Pricesmart worth $586 as of Q2 2026.
  • Pricesmart was a new LRI Investments position in Q2 2026.
  • Pricesmart made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1504 holding.
  • 108 funds tracked by Wall St. Rank held Pricesmart as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.