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Action Point Financial Planning’s Perimeter Solutions PRM Stock Holding History

Action Point Financial Planning’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
Q2 		$749 Buy
+23
New +$718 ﹤0.01% 2559

Other funds holding PRM

WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Action Point Financial Planning's PRM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Perimeter Solutions (PRM) in Q2 2026: 23 shares worth $749. The stake represents ﹤0.01% of the portfolio and ranks #2559 among its holdings.

307 funds tracked by Wall St. Rank hold PRM as of Q2 2026.

  • Action Point Financial Planning held 23 shares of Perimeter Solutions worth $749 as of Q2 2026.
  • Perimeter Solutions was a new Action Point Financial Planning position in Q2 2026.
  • Perimeter Solutions made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2559 holding.
  • 307 funds tracked by Wall St. Rank held Perimeter Solutions as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.