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Plante Moran Financial Advisors’s Pricesmart PSMT Stock Holding History

Plante Moran Financial Advisors’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 		$977 Buy
+5
New +$834 ﹤0.01% 908
2026
Q1 		– Sell
-75
Closed -$9.2K – 842
2025
Q4 		$9.2K Buy
+75
New +$9.15K ﹤0.01% 572
2019
Q4 		– Sell
-94
Closed -$7K – 864
2019
Q3 		$7K Buy
+94
New +$5.7K ﹤0.01% 650

Other funds holding PSMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Plante Moran Financial Advisors's PSMT Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Pricesmart (PSMT) in Q2 2026: 5 shares worth $977. The stake represents ﹤0.01% of the portfolio and ranks #908 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in PSMT as recently as Q4 2025.

Plante Moran Financial Advisors first reported a position in PSMT in Q3 2019 and has held it in 3 quarters since. The position peaked at $9.2K in Q4 2025. 169 funds tracked by Wall St. Rank hold PSMT as of Q2 2026.

  • Plante Moran Financial Advisors held 5 shares of Pricesmart worth $977 as of Q2 2026.
  • Pricesmart was a new Plante Moran Financial Advisors position in Q2 2026.
  • Pricesmart made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #908 holding.
  • Plante Moran Financial Advisors first reported a position in Pricesmart in Q3 2019 and has held it in 3 quarters since.
  • Plante Moran Financial Advisors's Pricesmart position peaked at $9.2K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held Pricesmart as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.