Superior Planning, LLC’s Perimeter Group Inc. PRM Stock Holding History

Superior Planning, LLC’s Portfolio PRM Stock Details PRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$14.4K	Buy	+549	New	+$17.8K	0.01%	800

Other funds holding PRM

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Senator Investment Group New York $2.64B AUM 29.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Superior Planning, LLC's PRM Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Perimeter Group Inc. (PRM) in Q3 2026: 549 shares worth $14.4K. The stake represents 0.01% of the portfolio and ranks #800 among its holdings.

191 funds tracked by Wall St. Rank hold PRM as of Q3 2026.

Superior Planning, LLC held 549 shares of Perimeter Group Inc. worth $14.4K as of Q3 2026.
Perimeter Group Inc. was a new Superior Planning, LLC position in Q3 2026.
Perimeter Group Inc. made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #800 holding.
191 funds tracked by Wall St. Rank held Perimeter Group Inc. as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.