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Synergy Investment Management’s Pricesmart PSMT Stock Holding History

Synergy Investment Management’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 		$7.89K Buy
+41
New +$6.84K ﹤0.01% 667

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 $3.37T AUM 44.26% 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

Synergy Investment Management's PSMT Position: Q2 2026 in Review

Synergy Investment Management opened a new position in Pricesmart (PSMT) in Q2 2026: 41 shares worth $7.89K. The stake represents ﹤0.01% of the portfolio and ranks #667 among its holdings.

386 funds tracked by Wall St. Rank hold PSMT as of Q2 2026.

  • Synergy Investment Management held 41 shares of Pricesmart worth $7.89K as of Q2 2026.
  • Pricesmart was a new Synergy Investment Management position in Q2 2026.
  • Pricesmart made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #667 holding.
  • 386 funds tracked by Wall St. Rank held Pricesmart as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.