Sunbelt Securities’s Pricesmart PSMT Stock Holding History

Sunbelt Securities’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	$1.96K	Hold	13	–	–	﹤0.01%	1935
2025 Q4	$1.59K	Hold	13	–	–	﹤0.01%	1943
2025 Q3	$1.57K	Buy	+13	New	+$1.44K	﹤0.01%	1936

Other funds holding PSMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Sunbelt Securities's PSMT Position: Q1 2026 in Review

Sunbelt Securities held its Pricesmart (PSMT) position steady in Q1 2026 at 13 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1935.

Sunbelt Securities first reported a position in PSMT in Q3 2025 and has held it in 3 quarters since. 360 funds tracked by Wall St. Rank hold PSMT as of Q1 2026.

Sunbelt Securities held 13 shares of Pricesmart worth $1.96K as of Q1 2026.
Sunbelt Securities left its Pricesmart share count unchanged in Q1 2026.
Pricesmart made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1935 holding.
Sunbelt Securities first reported a position in Pricesmart in Q3 2025 and has held it in 3 quarters since.
360 funds tracked by Wall St. Rank held Pricesmart as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.