Ellevest, Inc.

Position in PSMT — Pricesmart Inc

CIK 1644128 NEW YORK, NY

Position in PSMT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$228,743

+$202,510 QoQ

Shares Held

1,171

+219.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#260

of 385 holders

Holding Since

Sep 2022

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Ellevest, Inc. holds $2,322,460 across 6 Discount Stores names. PSMT ranks #6 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	33,918	$972,491
2	DLTR	Dollar Tree, Inc.	2,792	$337,692
3	BJ	BJ's Wholesale Club Holdings, Inc.	3,198	$278,929
4	TGT	Target Corp	2,006	$262,003
5	WMT	Walmart Inc.	2,142	$242,602
6	PSMT	Pricesmart Inc This page	1,171	$228,743

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$228,743	1,171	+219.1%	Shares	Sole	2026-08-10
2023-03-31	$26,233	367	0.0%	Shares	Sole	2023-05-04
2022-12-31	$22,306	367	+17.3%	Shares	Sole	2023-02-03
2022-09-30	$18,025	313	—	Shares	Sole	2022-11-02
No filing history on record for this holder in this stock.