Position in PSMT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$10,526,091
+$1,963,394 QoQ
Shares Held
53,886
-5.3% QoQ
Ownership
0.175%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#65
of 386 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Vest Financial, LLC holds $179,531,450 across 4 Discount Stores names. PSMT ranks #4 (5.9% of the industry book) .
All Filings in PSMT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,526,091 | 53,886 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $8,562,697 | 56,895 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $6,843,391 | 55,787 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $6,501,479 | 53,647 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $4,784,782 | 45,552 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $3,279,264 | 37,328 | Shares | Defined | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||