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Twin Peaks Wealth Advisors’s Pricesmart PSMT Stock Holding History

Twin Peaks Wealth 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
Q1 		$12.6K Buy
+84
New +$12.3K ﹤0.01% 939
2025
Q3 		– Sell
-80
Closed -$8.92K – 1604
2025
Q2 		$8.92K Buy
+80
New +$8.07K ﹤0.01% 1002

Other funds holding PSMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Twin Peaks Wealth Advisors's PSMT Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Pricesmart (PSMT) in Q1 2026: 84 shares worth $12.6K. The stake represents ﹤0.01% of the portfolio and ranks #939 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in PSMT as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in PSMT in Q2 2025 and has held it in 2 quarters since. 360 funds tracked by Wall St. Rank hold PSMT as of Q1 2026.

  • Twin Peaks Wealth Advisors held 84 shares of Pricesmart worth $12.6K as of Q1 2026.
  • Pricesmart was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Pricesmart made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #939 holding.
  • Twin Peaks Wealth Advisors first reported a position in Pricesmart in Q2 2025 and has held it in 2 quarters since.
  • 360 funds tracked by Wall St. Rank held Pricesmart as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.