Portside Wealth Group, LLC

Position in PSMT — Pricesmart Inc

CIK 1978608 Provo, UT

Position in PSMT

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$641,105

+$407,379 QoQ

Shares Held

3,282

+111.3% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#197

of 385 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Portside Wealth Group, LLC holds $6,170,771 across 5 Discount Stores names. PSMT ranks #3 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	2,811	$2,629,606
2	WMT	Walmart Inc.	16,812	$1,904,126
3	PSMT	Pricesmart Inc This page	3,282	$641,105
4	BJ	BJ's Wholesale Club Holdings, Inc.	6,338	$552,799
5	OLLI	Ollie's Bargain Outlet Holdings, Inc.	5,764	$443,135

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$641,105	3,282	+111.3%	Shares	Other	2026-07-14
2026-03-31	$233,726	1,553	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.