TFA
PSMT icon

Transamerica Financial Advisors’s Pricesmart PSMT Stock Holding History

Transamerica 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 		$18K Buy
92
+74
+411% +$12.3K ﹤0.01% 895
2026
Q1 		$2.75K Buy
+18
New +$2.63K ﹤0.01% 1144

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

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

Transamerica Financial Advisors increased its Pricesmart (PSMT) stake by 411% in Q2 2026, buying an estimated $12.3K and bringing the position to 92 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

Transamerica Financial Advisors first reported a position in PSMT in Q1 2026 and has held it in 2 quarters since. 386 funds tracked by Wall St. Rank hold PSMT as of Q2 2026.

  • Transamerica Financial Advisors held 92 shares of Pricesmart worth $18K as of Q2 2026.
  • Transamerica Financial Advisors bought 74 Pricesmart shares in Q2 2026, an estimated $12.3K.
  • Pricesmart made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #895 holding.
  • Transamerica Financial Advisors first reported a position in Pricesmart in Q1 2026 and has held it in 2 quarters since.
  • 386 funds tracked by Wall St. Rank held Pricesmart as of Q2 2026.

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