Position in PSMT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$322,701
+$24,862 QoQ
Shares Held
1,652
-16.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#238
of 385 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $194,259,506 across 7 Discount Stores names. PSMT ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
|
847,495 | $95,987,283 | |
| 2 | COST |
Costco Wholesale Corp /New
|
94,833 | $88,713,426 | |
| 3 | TGT |
Target Corp
|
41,795 | $5,458,844 | |
| 4 | DLTR |
Dollar Tree, Inc.
|
13,920 | $1,683,624 | |
| 5 | DG |
Dollar General Corp
|
12,653 | $1,456,486 | |
| 6 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
7,305 | $637,142 | |
| 7 | PSMT |
Pricesmart Inc
This page
|
1,652 | $322,701 |
All Filings in PSMT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,701 | 1,652 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $297,839 | 1,979 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $293,426 | 2,392 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||