Sequoia Financial Advisors
PSMT icon

Sequoia Financial Advisors’s Pricesmart PSMT Stock Holding History

Sequoia 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 		$323K Sell
1,652
-327
-17% -$54.5K ﹤0.01% 1621
2026
Q1 		$298K Sell
1,979
-413
-17% -$60.3K ﹤0.01% 1573
2025
Q4 		$293K Buy
+2,392
New +$292K ﹤0.01% 1577

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 $3.38T AUM 44.17% 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

Sequoia Financial Advisors's PSMT Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Pricesmart (PSMT) stake by 17% in Q2 2026, selling an estimated $54.5K and leaving 1,652 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #1621.

Sequoia Financial Advisors first reported a position in PSMT in Q4 2025 and has held it in 3 quarters since. 386 funds tracked by Wall St. Rank hold PSMT as of Q2 2026.

  • Sequoia Financial Advisors held 1,652 shares of Pricesmart worth $323K as of Q2 2026.
  • Sequoia Financial Advisors sold 327 Pricesmart shares in Q2 2026, an estimated $54.5K.
  • Pricesmart made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1621 holding.
  • Sequoia Financial Advisors first reported a position in Pricesmart in Q4 2025 and has held it in 3 quarters since.
  • 386 funds tracked by Wall St. Rank held Pricesmart as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.