Mirabella Financial Services’s Pricesmart PSMT Stock Holding History

Mirabella Financial Services’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	$3.44M	Sell	22,851 -8,532	-27%	-$1.25M	0.33%	41
2025 Q4	$3.85M	Buy	31,383 +2,800	+10%	+$342K	0.36%	51
2025 Q3	$3.46M	Buy	+28,583	New	+$3.16M	0.3%	71
2025 Q2	–	Sell	-84,566	Closed	-$7.43M	–	275
2025 Q1	$7.43M	Buy	84,566 +63,583	+303%	+$5.66M	0.15%	95
2024 Q4	$1.93M	Buy	+20,983	New	+$1.91M	0.18%	105
2023 Q3	–	Sell	-60,684	Closed	-$4.49M	–	569
2023 Q2	$4.49M	Buy	+60,684	New	+$4.47M	0.49%	62

Other funds holding PSMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Mirabella Financial Services's PSMT Position: Q1 2026 in Review

Mirabella Financial Services reduced its Pricesmart (PSMT) stake by 27% in Q1 2026, selling an estimated $1.25M and leaving 22,851 shares worth $3.44M. The position accounts for 0.33% of the portfolio, ranked #41.

Mirabella Financial Services first reported a position in PSMT in Q2 2023 and has held it in 6 quarters since. The position peaked at $7.43M in Q1 2025. 360 funds tracked by Wall St. Rank hold PSMT as of Q1 2026.

Mirabella Financial Services held 22,851 shares of Pricesmart worth $3.44M as of Q1 2026.
Mirabella Financial Services sold 8,532 Pricesmart shares in Q1 2026, an estimated $1.25M.
Pricesmart made up 0.33% of Mirabella Financial Services's portfolio in Q1 2026, its #41 holding.
Mirabella Financial Services first reported a position in Pricesmart in Q2 2023 and has held it in 6 quarters since.
Mirabella Financial Services's Pricesmart position peaked at $7.43M in Q1 2025.
360 funds tracked by Wall St. Rank held Pricesmart as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.