Superior Planning, LLC’s Primo Brands PRMB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$15.8K	Buy	+827	New	+$18.8K	0.01%	776

Other funds holding PRMB

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

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

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

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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

Superior Planning, LLC opened a new position in Primo Brands (PRMB) in Q3 2026: 827 shares worth $15.8K. The stake represents 0.01% of the portfolio and ranks #776 among its holdings.

248 funds tracked by Wall St. Rank hold PRMB as of Q3 2026.

Superior Planning, LLC held 827 shares of Primo Brands worth $15.8K as of Q3 2026.
Primo Brands was a new Superior Planning, LLC position in Q3 2026.
Primo Brands made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #776 holding.
248 funds tracked by Wall St. Rank held Primo Brands as of Q3 2026.

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