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Root Financial Partners’s Pricesmart PSMT Stock Holding History

Root Financial Partners’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 		– Sell
-166
Closed -$25K – 2473
2026
Q1 		$25K Buy
166
+35
+27% +$5.11K ﹤0.01% 1198
2025
Q4 		$16.1K Sell
131
-63
-32% -$7.69K ﹤0.01% 1285
2025
Q3 		$23.5K Buy
+194
New +$21.5K ﹤0.01% 1031

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
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
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Root Financial Partners's PSMT Position: Q2 2026 in Review

Root Financial Partners sold out of Pricesmart (PSMT) in Q2 2026, closing a stake of 166 shares — an estimated $25K sold.

Root Financial Partners first reported a position in PSMT in Q3 2025 and held it in 3 quarters. The position peaked at $25K in Q1 2026. 92 funds tracked by Wall St. Rank hold PSMT as of Q2 2026.

  • Root Financial Partners reported no remaining Pricesmart position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 166 Pricesmart shares in Q2 2026, an estimated $25K.
  • Root Financial Partners first reported a position in Pricesmart in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Pricesmart position peaked at $25K in Q1 2026.
  • 92 funds tracked by Wall St. Rank held Pricesmart as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.