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Allworth Financial’s Perimeter Solutions PRM Stock Holding History

Allworth Financial’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 		$131K Sell
3,687
-532
-13% -$16.6K ﹤0.01% 1776
2026
Q1 		$103K Buy
4,219
+119
+3% +$3.04K ﹤0.01% 1817
2025
Q4 		$113K Buy
4,100
+508
+14% +$12.8K ﹤0.01% 1675
2025
Q3 		$80.4K Sell
3,592
-1,589
-31% -$30.1K ﹤0.01% 1796
2025
Q2 		$72.1K Hold
5,181
– – ﹤0.01% 1723
2025
Q1 		$53.1K Hold
5,181
– – ﹤0.01% 1521
2024
Q4 		$72.1K Hold
5,181
– – ﹤0.01% 1408
2024
Q3 		$69.7K Buy
5,181
+29
+0.6% +$300 ﹤0.01% 1242
2024
Q2 		$43.6K Buy
5,152
+373
+8% +$2.79K ﹤0.01% 1440
2024
Q1 		$35.5K Sell
4,779
-39
-0.8% -$210 ﹤0.01% 1456
2023
Q4 		$22.2K Buy
4,818
+4,747
+6,686% +$18.2K ﹤0.01% 1589
2023
Q3 		$323 Buy
+71
New +$396 ﹤0.01% 3152

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 $3.38T AUM 44.17% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Allworth Financial's PRM Position: Q2 2026 in Review

Allworth Financial reduced its Perimeter Solutions (PRM) stake by 13% in Q2 2026, selling an estimated $16.6K and leaving 3,687 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #1776.

Allworth Financial first reported a position in PRM in Q3 2023 and has held it in 12 quarters since. 310 funds tracked by Wall St. Rank hold PRM as of Q2 2026.

  • Allworth Financial held 3,687 shares of Perimeter Solutions worth $131K as of Q2 2026.
  • Allworth Financial sold 532 Perimeter Solutions shares in Q2 2026, an estimated $16.6K.
  • Perimeter Solutions made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1776 holding.
  • Allworth Financial first reported a position in Perimeter Solutions in Q3 2023 and has held it in 12 quarters since.
  • 310 funds tracked by Wall St. Rank held Perimeter Solutions as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.