PCS
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Personal CFO Solutions’s Pricesmart PSMT Stock Holding History

Personal CFO Solutions’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 		$540K Buy
2,763
+15
+0.5% +$2.5K 0.08% 229
2026
Q1 		$414K Sell
2,748
-103
-4% -$15K 0.06% 284
2025
Q4 		$350K Sell
2,851
-147
-5% -$17.9K 0.06% 312
2025
Q3 		$363K Buy
2,998
+59
+2% +$6.52K 0.06% 288
2025
Q2 		$309K Sell
2,939
-6
-0.2% -$605 0.06% 322
2025
Q1 		$259K Sell
2,945
-91
-3% -$8.11K 0.05% 355
2024
Q4 		$280K Buy
3,036
+140
+5% +$12.8K 0.06% 348
2024
Q3 		$266K Buy
2,896
+275
+10% +$23.7K 0.04% 458
2024
Q2 		$213K Buy
+2,621
New +$216K 0.03% 487

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

Personal CFO Solutions's PSMT Position: Q2 2026 in Review

Personal CFO Solutions increased its Pricesmart (PSMT) stake by 0.55% in Q2 2026, buying an estimated $2.5K and bringing the position to 2,763 shares worth $540K. The position accounts for 0.08% of the portfolio, ranked #229.

Personal CFO Solutions first reported a position in PSMT in Q2 2024 and has held it in 9 quarters since. 387 funds tracked by Wall St. Rank hold PSMT as of Q2 2026.

  • Personal CFO Solutions held 2,763 shares of Pricesmart worth $540K as of Q2 2026.
  • Personal CFO Solutions bought 15 Pricesmart shares in Q2 2026, an estimated $2.5K.
  • Pricesmart made up 0.08% of Personal CFO Solutions's portfolio in Q2 2026, its #229 holding.
  • Personal CFO Solutions first reported a position in Pricesmart in Q2 2024 and has held it in 9 quarters since.
  • 387 funds tracked by Wall St. Rank held Pricesmart as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.