Position in PSMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$976
+$675 QoQ
Shares Held
5
+150.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#367
of 385 holders
Holding Since
Mar 2026
2 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, 2026Prestige Wealth Management Group LLC holds $6,613,072 across 8 Discount Stores names. PSMT ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
|
31,883 | $3,611,068 | |
| 2 | COST |
Costco Wholesale Corp /New
|
3,104 | $2,903,698 | |
| 3 | DG |
Dollar General Corp
|
413 | $47,540 | |
| 4 | TGT |
Target Corp
|
239 | $31,214 | |
| 5 | DLTR |
Dollar Tree, Inc.
|
143 | $17,295 | |
| 6 | PSMT |
Pricesmart Inc
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|
5 | $976 | |
| 7 | OLLI |
Ollie's Bargain Outlet Holdings, Inc.
|
11 | $845 | |
| 8 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
5 | $436 |
All Filings in PSMT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $976 | 5 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $301 | 2 | Shares | Other | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||