SageView Advisory Group
PSMT icon

SageView Advisory Group’s Pricesmart PSMT Stock Holding History

SageView Advisory 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
Q1 		– Sell
-360
Closed -$44.1K – 1957
2025
Q4 		$44.1K Buy
+360
New +$43.9K ﹤0.01% 1130

Other funds holding PSMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

SageView Advisory Group's PSMT Position: Q1 2026 in Review

SageView Advisory Group sold out of Pricesmart (PSMT) in Q1 2026, closing a stake of 360 shares — an estimated $44.1K sold.

SageView Advisory Group first reported a position in PSMT in Q4 2025 and held it in 1 quarter. The position peaked at $44.1K in Q4 2025. 361 funds tracked by Wall St. Rank hold PSMT as of Q1 2026.

  • SageView Advisory Group reported no remaining Pricesmart position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 360 Pricesmart shares in Q1 2026, an estimated $44.1K.
  • SageView Advisory Group first reported a position in Pricesmart in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Pricesmart position peaked at $44.1K in Q4 2025.
  • 361 funds tracked by Wall St. Rank held Pricesmart as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.