Portside Wealth Group
PSMT icon

Portside Wealth Group’s Pricesmart PSMT Stock Holding History

Portside Wealth 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
Q3 		$579K Buy
3,422
+140
+4% +$25.2K 0.06% 283
2026
Q2 		$641K Buy
3,282
+1,729
+111% +$288K 0.07% 257
2026
Q1 		$234K Buy
+1,553
New +$227K 0.03% 419

Other funds holding PSMT

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Hedeker Wealth
Hedeker Wealth Lincolnshire, Illinois $545M AUM 27.48% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Portside Wealth Group's PSMT Position: Q3 2026 in Review

Portside Wealth Group increased its Pricesmart (PSMT) stake by 4.3% in Q3 2026, buying an estimated $25.2K and bringing the position to 3,422 shares worth $579K. The position accounts for 0.06% of the portfolio, ranked #283.

Portside Wealth Group first reported a position in PSMT in Q1 2026 and has held it in 3 quarters since. The position peaked at $641K in Q2 2026. 74 funds tracked by Wall St. Rank hold PSMT as of Q3 2026.

  • Portside Wealth Group held 3,422 shares of Pricesmart worth $579K as of Q3 2026.
  • Portside Wealth Group bought 140 Pricesmart shares in Q3 2026, an estimated $25.2K.
  • Pricesmart made up 0.06% of Portside Wealth Group's portfolio in Q3 2026, its #283 holding.
  • Portside Wealth Group first reported a position in Pricesmart in Q1 2026 and has held it in 3 quarters since.
  • Portside Wealth Group's Pricesmart position peaked at $641K in Q2 2026.
  • 74 funds tracked by Wall St. Rank held Pricesmart as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.