PSMT — PRICESMART INC
Reported value held$2.57B
Funds holding (latest)43
SectorConsumer Discretionary
Funds holding (Q2 2026)34
Institutional value$2.14B · 11.42M sh
New / Add / Cut / Exit4 / 22 / 8 / 3
Top-5 / Top-10 concentration76.0% / 89.7%
Institutional holdings change
Accumulating +14.0%
(+1.40M sh)
Institutional value change
Up +45.4%
As of Q2 2026, 34 SEC-registered investment managers reported holding PSMT (PRICESMART INC) in their latest 13F filings, with a combined reported value of $2.14B across 11.42M shares. That is +14.0% by share count (+1.40M shares) versus the previous quarter, while reported value moved +45.4%. Ownership is concentrated: the five largest holders account for 76.0% of reported value and the top ten for 89.7%.
Compared with the prior quarter, 4 opened new positions, 22 added to existing stakes, 8 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
PSMT is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.17M | $814.72M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 1.92M | $375.33M | 0.02% | Add |
| Geode Capital Management history | 941.29K | $183.90M | 0.01% | Add |
| Morgan Stanley history | 774.75K | $151.34M | 0.01% | Add |
| Invesco Ltd history | 529.63K | $103.46M | 0.01% | Add |
| Franklin Resources history | 418.15K | $81.68M | 0.02% | Add |
| Charles Schwab Investment Management history | 377.11K | $73.66M | 0.01% | Reduce |
| Northern Trust Corp history | 341.94K | $66.79M | 0.01% | Add |
| BNY Mellon history | 209.53K | $40.93M | 0.01% | Add |
| Bank of America Corp history | 158.50K | $30.96M | 0.00% | Add |
| Goldman Sachs Group history | 157.11K | $30.69M | 0.00% | Add |
| UBS Group AG history | 152.57K | $29.80M | 0.00% | Reduce |
| Principal Global Investors history | 137.27K | $26.81M | 0.01% | Add |
| Marshall Wace history | 91.33K | $17.84M | 0.01% | Reduce |
| PSP Investments history | 86.95K | $16.99M | 0.04% | Reduce |
| Wellington Management Group history | 77.80K | $15.20M | 0.00% | New |
| Prudential Financial history | 61.86K | $12.08M | 0.01% | Add |
| Legal & General Investment Management America history | 60.70K | $11.86M | 0.00% | Reduce |
| Wells Fargo & Co history | 57.27K | $11.19M | 0.00% | Add |
| JPMorgan Chase & Co history | 53.20K | $10.65M | 0.00% | New |
| AQR Capital Management history | 40.83K | $7.98M | 0.00% | Add |
| Citadel Advisors history | 30.24K | $5.91M | 0.00% | Add |
| Deutsche Bank AG history | 27.46K | $5.36M | 0.00% | Add |
| Renaissance Technologies history | 24.40K | $4.77M | 0.01% | New |
| Citigroup Inc history | 18.77K | $3.67M | 0.00% | Add |
| Manulife Financial history | 14.00K | $2.73M | 0.00% | Add |
| D. E. Shaw & Co history | 12.96K | $2.53M | 0.00% | Add |
| Arrowstreet Capital history | 12.93K | $2.53M | 0.00% | New |
| Bridgewater Associates history | 3.26K | $636.42K | 0.00% | Add |
| PNC Financial Services history | 3.06K | $598.72K | 0.00% | Reduce |
| Amundi US history | 2.99K | $584.12K | 0.00% | Reduce |
| Two Sigma Investments history | 2.80K | $546.95K | 0.00% | Add |
| Millennium Management history | 1.81K | $354.15K | 0.00% | Reduce |
| T. Rowe Price Associates history | 446.18K | $87.16K | 0.01% | Add |
Q1 2026 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.09M | $615.24M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 1.72M | $259.16M | 0.01% | Add |
| Geode Capital Management history | 795.51K | $119.74M | 0.01% | Add |
| Invesco Ltd history | 526.68K | $79.26M | 0.01% | Add |
| Morgan Stanley history | 485.13K | $73.01M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 391.51K | $58.92M | 0.01% | Reduce |
| Northern Trust Corp history | 320.15K | $48.18M | 0.01% | Reduce |
| BNY Mellon history | 200.30K | $30.15M | 0.01% | Reduce |
| Marshall Wace history | 183.66K | $27.64M | 0.03% | Add |
| UBS Group AG history | 174.50K | $26.26M | 0.00% | Add |
| Bank of America Corp history | 143.15K | $21.54M | 0.00% | Add |
| Principal Global Investors history | 135.84K | $20.44M | 0.01% | Reduce |
| Goldman Sachs Group history | 130.62K | $19.66M | 0.00% | Reduce |
| Franklin Resources history | 108.07K | $16.26M | 0.00% | Add |
| PSP Investments history | 90.35K | $13.60M | 0.04% | Add |
| Legal & General Investment Management America history | 63.06K | $9.49M | 0.00% | Reduce |
| Prudential Financial history | 51.84K | $7.80M | 0.01% | Add |
| AQR Capital Management history | 37.73K | $5.68M | 0.00% | Add |
| Wells Fargo & Co history | 35.20K | $5.30M | 0.00% | Reduce |
| Deutsche Bank AG history | 23.42K | $3.52M | 0.00% | Add |
| Citadel Advisors history | 16.10K | $2.42M | 0.00% | Add |
| Manulife Financial history | 12.24K | $1.84M | 0.00% | Add |
| Janus Henderson Group history | 12.20K | $1.84M | 0.00% | Hold |
| Royce & Associates history | 10.51K | $1.58M | 0.02% | Reduce |
| Citigroup Inc history | 9.17K | $1.38M | 0.00% | Reduce |
| Millennium Management history | 8.12K | $1.22M | 0.00% | Add |
| Dodge & Cox history | 6.16K | $926.48K | 0.00% | Hold |
| D. E. Shaw & Co history | 4.03K | $605.91K | 0.00% | Reduce |
| PNC Financial Services history | 3.75K | $564.98K | 0.00% | Reduce |
| Amundi US history | 3.04K | $457.51K | 0.00% | New |
| Two Sigma Investments history | 2.60K | $391.30K | 0.00% | New |
| Bridgewater Associates history | 1.93K | $290.31K | 0.00% | Reduce |
| T. Rowe Price Associates history | 223.34K | $33.61K | 0.00% | Hold |
Q4 2025 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.85M | $472.17M | 0.01% | Add |
| Vanguard Group history | 3.21M | $393.24M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 1.43M | $175.17M | 0.01% | Add |
| Geode Capital Management history | 763.26K | $93.64M | 0.01% | Add |
| Invesco Ltd history | 523.26K | $64.19M | 0.01% | Reduce |
| Morgan Stanley history | 495.80K | $60.82M | 0.00% | Add |
| Charles Schwab Investment Management history | 405.69K | $49.77M | 0.01% | Reduce |
| Northern Trust Corp history | 321.82K | $39.48M | 0.01% | Reduce |
| BNY Mellon history | 205.99K | $25.27M | 0.01% | Reduce |
| Goldman Sachs Group history | 173.48K | $21.28M | 0.00% | Add |
| Principal Global Investors history | 139.45K | $17.11M | 0.01% | Add |
| Bank of America Corp history | 129.61K | $15.90M | 0.00% | Add |
| PSP Investments history | 87.59K | $10.74M | 0.04% | Reduce |
| Marshall Wace history | 82.10K | $10.07M | 0.01% | Add |
| UBS Group AG history | 74.68K | $9.16M | 0.00% | Reduce |
| Legal & General Investment Management America history | 67.78K | $8.31M | 0.00% | Reduce |
| Wells Fargo & Co history | 57.07K | $7.00M | 0.00% | Add |
| JPMorgan Chase & Co history | 49.70K | $6.10M | 0.00% | Hold |
| AQR Capital Management history | 36.18K | $4.44M | 0.00% | Reduce |
| Prudential Financial history | 23.53K | $2.89M | 0.00% | Reduce |
| Renaissance Technologies history | 23.10K | $2.83M | 0.00% | Reduce |
| Deutsche Bank AG history | 20.96K | $2.57M | 0.00% | Add |
| Royce & Associates history | 13.15K | $1.61M | 0.02% | Reduce |
| Citadel Advisors history | 12.40K | $1.52M | 0.00% | Reduce |
| Janus Henderson Group history | 12.20K | $1.49M | 0.00% | Add |
| Manulife Financial history | 11.91K | $1.46M | 0.00% | Reduce |
| Citigroup Inc history | 11.63K | $1.43M | 0.00% | Reduce |
| Franklin Resources history | 10.54K | $1.29M | 0.00% | Add |
| Bridgewater Associates history | 6.50K | $797.23K | 0.00% | Add |
| Millennium Management history | 6.37K | $781.65K | 0.00% | Reduce |
| Dodge & Cox history | 6.16K | $755.16K | 0.00% | Hold |
| D. E. Shaw & Co history | 4.30K | $527.48K | 0.00% | Reduce |
| PNC Financial Services history | 4.04K | $495.46K | 0.00% | Add |
| T. Rowe Price Associates history | 222.74K | $27.32K | 0.00% | Add |
Q3 2025 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.71M | $449.73M | 0.01% | Add |
| Vanguard Group history | 3.33M | $403.52M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 1.33M | $161.77M | 0.01% | Add |
| Geode Capital Management history | 756.17K | $91.65M | 0.01% | Add |
| Invesco Ltd history | 624.99K | $75.74M | 0.01% | Add |
| Morgan Stanley history | 487.37K | $59.06M | 0.00% | Add |
| Charles Schwab Investment Management history | 423.79K | $51.36M | 0.01% | Reduce |
| Northern Trust Corp history | 337.30K | $40.88M | 0.01% | Reduce |
| BNY Mellon history | 223.32K | $27.06M | 0.01% | Reduce |
| Principal Global Investors history | 133.97K | $16.24M | 0.01% | Add |
| UBS Group AG history | 126.06K | $15.28M | 0.00% | Add |
| Millennium Management history | 114.94K | $13.93M | 0.01% | Add |
| Renaissance Technologies history | 108.80K | $13.19M | 0.02% | Reduce |
| Goldman Sachs Group history | 105.19K | $12.75M | 0.00% | Reduce |
| PSP Investments history | 98.24K | $11.91M | 0.04% | Add |
| Bank of America Corp history | 85.26K | $10.33M | 0.00% | Reduce |
| Legal & General Investment Management America history | 69.50K | $8.42M | 0.00% | Reduce |
| Wells Fargo & Co history | 50.81K | $6.16M | 0.00% | Hold |
| JPMorgan Chase & Co history | 49.89K | $6.05M | 0.00% | Reduce |
| AQR Capital Management history | 37.43K | $4.54M | 0.00% | Reduce |
| Citadel Advisors history | 33.58K | $4.07M | 0.00% | Reduce |
| Prudential Financial history | 25.35K | $3.07M | 0.00% | Reduce |
| Lazard Asset Management history | 23.97K | $2.90M | 0.00% | Hold |
| Deutsche Bank AG history | 20.04K | $2.43M | 0.00% | Add |
| Citigroup Inc history | 13.98K | $1.69M | 0.00% | Reduce |
| Royce & Associates history | 13.40K | $1.62M | 0.02% | Reduce |
| Manulife Financial history | 12.53K | $1.52M | 0.00% | Reduce |
| D. E. Shaw & Co history | 10.29K | $1.25M | 0.00% | Reduce |
| Janus Henderson Group history | 10.26K | $1.24M | 0.00% | Hold |
| Franklin Resources history | 9.99K | $1.21M | 0.00% | Add |
| Marshall Wace history | 7.09K | $859.36K | 0.00% | Reduce |
| Dodge & Cox history | 6.16K | $746.05K | 0.00% | New |
| PNC Financial Services history | 3.91K | $473.73K | 0.00% | Add |
| Bridgewater Associates history | 1.69K | $205.30K | 0.00% | New |
| T. Rowe Price Associates history | 221.50K | $26.84K | 0.00% | Add |
Q2 2025 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.64M | $382.79M | 0.01% | Reduce |
| Vanguard Group history | 3.41M | $358.49M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 1.26M | $132.51M | 0.01% | Add |
| Geode Capital Management history | 740.72K | $77.81M | 0.01% | Add |
| Invesco Ltd history | 551.57K | $57.94M | 0.01% | Add |
| Morgan Stanley history | 468.72K | $49.23M | 0.00% | Add |
| Charles Schwab Investment Management history | 436.16K | $45.81M | 0.01% | Reduce |
| Northern Trust Corp history | 349.45K | $36.71M | 0.01% | Reduce |
| BNY Mellon history | 227.47K | $23.89M | 0.01% | Hold |
| Renaissance Technologies history | 160.30K | $16.84M | 0.02% | Add |
| Principal Global Investors history | 133.11K | $13.98M | 0.01% | Add |
| Goldman Sachs Group history | 132.28K | $13.90M | 0.00% | Reduce |
| UBS Group AG history | 97.01K | $10.19M | 0.00% | Add |
| Bank of America Corp history | 95.10K | $9.99M | 0.00% | Reduce |
| PSP Investments history | 84.90K | $8.92M | 0.04% | Add |
| Legal & General Investment Management America history | 72.88K | $7.66M | 0.00% | Add |
| JPMorgan Chase & Co history | 63.41K | $6.66M | 0.00% | Reduce |
| Citadel Advisors history | 55.28K | $5.81M | 0.00% | Reduce |
| Wells Fargo & Co history | 50.75K | $5.33M | 0.00% | Reduce |
| AQR Capital Management history | 46.76K | $4.91M | 0.00% | Reduce |
| Marshall Wace history | 45.24K | $4.75M | 0.01% | Add |
| Citigroup Inc history | 28.60K | $3.00M | 0.00% | Reduce |
| D. E. Shaw & Co history | 26.73K | $2.81M | 0.00% | Add |
| Norges Bank Investment Management history | 23.66K | $2.49M | 0.00% | Reduce |
| Prudential Financial history | 26.14K | $2.31M | 0.00% | Add |
| Royce & Associates history | 18.19K | $1.91M | 0.02% | Reduce |
| Deutsche Bank AG history | 17.43K | $1.83M | 0.00% | Reduce |
| Manulife Financial history | 13.35K | $1.40M | 0.00% | Reduce |
| Janus Henderson Group history | 10.26K | $1.08M | 0.00% | Reduce |
| Franklin Resources history | 4.05K | $424.99K | 0.00% | Add |
| PNC Financial Services history | 3.77K | $396.31K | 0.00% | Reduce |
| Millennium Management history | 2.19K | $229.93K | 0.00% | Reduce |
| T. Rowe Price Associates history | 220.05K | $23.11K | 0.00% | Add |
| Lazard Asset Management history | 23.86K | $2.50K | 0.00% | Reduce |
Q1 2025 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.75M | $329.05M | 0.01% | Reduce |
| Vanguard Group history | 3.37M | $296.09M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 1.22M | $107.18M | 0.01% | Add |
| Geode Capital Management history | 727.60K | $63.93M | 0.01% | Add |
| Charles Schwab Investment Management history | 456.92K | $40.14M | 0.01% | Add |
| Northern Trust Corp history | 362.02K | $31.80M | 0.01% | Add |
| Invesco Ltd history | 356.59K | $31.33M | 0.01% | Add |
| Morgan Stanley history | 298.43K | $26.22M | 0.00% | Add |
| BNY Mellon history | 228.59K | $20.08M | 0.00% | Reduce |
| Goldman Sachs Group history | 182.92K | $16.07M | 0.00% | Add |
| Principal Global Investors history | 131.19K | $11.53M | 0.01% | Add |
| Bank of America Corp history | 100.09K | $8.79M | 0.00% | Add |
| UBS Group AG history | 93.70K | $8.23M | 0.00% | Add |
| Citadel Advisors history | 86.15K | $7.57M | 0.00% | Add |
| PSP Investments history | 78.69K | $6.91M | 0.03% | Add |
| Legal & General Investment Management America history | 69.77K | $6.13M | 0.00% | Reduce |
| AQR Capital Management history | 68.61K | $6.03M | 0.01% | Add |
| JPMorgan Chase & Co history | 66.61K | $5.85M | 0.00% | Reduce |
| Renaissance Technologies history | 59.10K | $5.19M | 0.01% | Add |
| Wells Fargo & Co history | 51.48K | $4.52M | 0.00% | Hold |
| Citigroup Inc history | 42.29K | $3.72M | 0.00% | Reduce |
| Millennium Management history | 33.03K | $2.90M | 0.00% | Reduce |
| Marshall Wace history | 32.75K | $2.88M | 0.00% | New |
| Prudential Financial history | 24.39K | $2.13M | 0.00% | Reduce |
| Janus Henderson Group history | 22.19K | $1.91M | 0.00% | Add |
| Royce & Associates history | 21.57K | $1.89M | 0.02% | Add |
| Deutsche Bank AG history | 19.96K | $1.75M | 0.00% | Reduce |
| D. E. Shaw & Co history | 15.72K | $1.38M | 0.00% | Add |
| Two Sigma Investments history | 15.30K | $1.34M | 0.00% | Reduce |
| Manulife Financial history | 13.87K | $1.22M | 0.00% | Add |
| Amundi US history | 10.01K | $868.54K | 0.00% | Reduce |
| PNC Financial Services history | 3.83K | $336.38K | 0.00% | Add |
| Franklin Resources history | 3.74K | $328.65K | 0.00% | Reduce |
| Bridgewater Associates history | 2.38K | $208.82K | 0.00% | Reduce |
| T. Rowe Price Associates history | 217.45K | $19.10K | 0.00% | Reduce |
| Lazard Asset Management history | 24.38K | $2.14K | 0.00% | Add |
New Positions (Q2 2026)
- Wellington Management Group 77.80K sh · $15.20M
- JPMorgan Chase & Co 53.20K sh · $10.65M
- Renaissance Technologies 24.40K sh · $4.77M
- Arrowstreet Capital 12.93K sh · $2.53M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 12.20K sh · $1.84M
- Royce & Associates sold 10.51K sh · $1.58M
- Dodge & Cox sold 6.16K sh · $926.48K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 4.17M | 4.09M | 3.85M | 3.71M | 3.64M | 3.75M | 3.98M | 4.00M | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 1.92M | 1.72M | 1.43M | 1.33M | 1.26M | 1.22M | 1.20M | 1.18M | 1.12M | 1.01M | 990.77K | 988.26K | 1.20M | 1.56M | 1.58M | 1.55M | 1.47M | 1.43M | 1.36M | 1.27M |
| Geode Capital Management | 941.29K | 795.51K | 763.26K | 756.17K | 740.72K | 727.60K | 692.86K | 684.87K | 659.65K | 629.25K | 600.47K | 591.36K | 562.46K | 539.20K | 520.49K | 515.66K | 493.96K | 459.10K | 440.20K | 427.22K |
| Morgan Stanley | 774.75K | 485.13K | 495.80K | 487.37K | 468.72K | 298.43K | 272.90K | 283.77K | 290.82K | 399.35K | 507.20K | 267.81K | 257.25K | 231.34K | 212.61K | 173.76K | 180.31K | 98.18K | 98.97K | 81.34K |
| Invesco Ltd | 529.63K | 526.68K | 523.26K | 624.99K | 551.57K | 356.59K | 287.34K | 277.24K | 264.84K | 287.36K | 300.57K | 217.78K | 218.89K | 231.63K | 236.02K | 170.67K | 149.55K | 245.19K | 282.07K | 210.40K |
| Franklin Resources | 418.15K | 108.07K | 10.54K | 9.99K | 4.05K | 3.74K | 4.06K | 4.41K | 7.96K | 6.78K | 5.76K | 6.57K | 2.87K | — | 3.57K | — | — | — | — | — |
| Charles Schwab Investment Management | 377.11K | 391.51K | 405.69K | 423.79K | 436.16K | 456.92K | 453.88K | 438.52K | 423.27K | 407.83K | 393.27K | 392.53K | 381.06K | 377.81K | 366.39K | 360.71K | 338.07K | 321.36K | 294.00K | 277.36K |
| Northern Trust Corp | 341.94K | 320.15K | 321.82K | 337.30K | 349.45K | 362.02K | 354.72K | 313.79K | 299.29K | 289.18K | 280.45K | 293.13K | 292.32K | 287.50K | 280.36K | 274.31K | 282.53K | 282.52K | 280.67K | 286.35K |
| BNY Mellon | 209.53K | 200.30K | 205.99K | 223.32K | 227.47K | 228.59K | 235.73K | 242.21K | 264.58K | 261.80K | 284.04K | 309.93K | 317.67K | 304.94K | 309.52K | 304.81K | 291.37K | 301.84K | 297.77K | 314.93K |
| Bank of America Corp | 158.50K | 143.15K | 129.61K | 85.26K | 95.10K | 100.09K | 34.81K | 79.17K | 68.00K | 61.74K | 54.33K | 67.16K | 82.45K | 80.28K | 75.87K | 36.19K | 36.20K | 52.13K | 55.57K | 55.46K |
| Goldman Sachs Group | 157.11K | 130.62K | 173.48K | 105.19K | 132.28K | 182.92K | 129.04K | 138.73K | 216.78K | 171.76K | 198.99K | 173.16K | 242.94K | 138.48K | 118.19K | 139.71K | 102.14K | 147.13K | 90.93K | 101.69K |
| UBS Group AG | 152.57K | 174.50K | 74.68K | 126.06K | 97.01K | 93.70K | 53.59K | 15.80K | 12.93K | 97.75K | 88.02K | 3.94K | 22.01K | 9.49K | 15.15K | 4.40K | 5.08K | 4.49K | 14.27K | 9.09K |
| Principal Global Investors | 137.27K | 135.84K | 139.45K | 133.97K | 133.11K | 131.19K | 128.19K | 125.36K | 130.27K | 135.33K | 134.15K | 141.08K | 144.91K | 154.11K | 156.38K | 158.03K | 158.36K | 167.99K | 174.09K | 190.48K |
| Marshall Wace | 91.33K | 183.66K | 82.10K | 7.09K | 45.24K | 32.75K | — | — | 8.38K | 4.32K | 4.18K | — | 13.01K | — | — | — | — | — | 4.34K | — |
| PSP Investments | 86.95K | 90.35K | 87.59K | 98.24K | 84.90K | 78.69K | 61.89K | 53.37K | 55.37K | 51.34K | 51.96K | 31.85K | 44.57K | 44.23K | 45.54K | 45.93K | 44.58K | 44.93K | 49.00K | 48.52K |
| Wellington Management Group | 77.80K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 4.77K | — | 5.01K | 5.00K |
| Prudential Financial | 61.86K | 51.84K | 23.53K | 25.35K | 26.14K | 24.39K | 25.09K | 26.28K | 29.20K | 29.54K | 28.68K | 30.09K | 31.07K | 24.45K | 25.25K | 25.35K | 39.60K | 41.22K | 40.49K | 40.21K |
| Legal & General Investment Management America | 60.70K | 63.06K | 67.78K | 69.50K | 72.88K | 69.77K | 72.07K | 72.14K | 72.90K | 70.86K | 71.93K | 72.79K | 73.49K | 72.76K | 73.71K | 72.42K | 72.16K | 69.20K | 69.78K | 67.18K |
| Wells Fargo & Co | 57.27K | 35.20K | 57.07K | 50.81K | 50.75K | 51.48K | 51.50K | 52.67K | 53.58K | 53.28K | 46.42K | 305.02K | 318.35K | 314.03K | 297.23K | 329.07K | 340.56K | 356.60K | 326.13K | 385.20K |
| JPMorgan Chase & Co | 53.20K | — | 49.70K | 49.89K | 63.41K | 66.61K | 73.37K | 42.95K | 39.55K | 57.77K | 69.66K | 53.02K | 143.45K | 170.30K | 213.95K | 321.35K | 29.31K | 103.70K | 37.71K | 20.63K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details