AF
PRM icon

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
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 $9.34B AUM 17.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return