Aprio Wealth Management
PRM icon

Aprio Wealth Management’s Perimeter Group Inc. PRM Stock Holding History

Aprio Wealth Management’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 		$538K Hold
20,456
– – 0.02% 393
2026
Q2 		$729K Sell
20,456
-2,451
-11% -$76.6K 0.04% 297
2026
Q1 		$559K Hold
22,907
– – 0.03% 320
2025
Q4 		$631K Buy
22,907
+1,457
+7% +$36.8K 0.04% 274
2025
Q3 		$480K Hold
21,450
– – 0.05% 226
2025
Q2 		$299K Hold
21,450
– – 0.03% 288
2025
Q1 		$216K Hold
21,450
– – 0.03% 345
2024
Q4 		$274K Hold
21,450
– – 0.04% 232
2024
Q3 		$289K Hold
21,450
– – 0.05% 205
2024
Q2 		$168K Hold
21,450
– – 0.03% 245
2024
Q1 		$159K Hold
21,450
– – 0.03% 232
2023
Q4 		$98.7K Buy
21,450
+6,098
+40% +$23.4K 0.02% 197
2023
Q3 		$69.7K Buy
15,352
+5,249
+52% +$29.3K 0.02% 176
2023
Q2 		$62.1K Buy
+10,103
New +$67.7K 0.02% 151

Other funds holding PRM

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Aprio Wealth Management's PRM Position: Q3 2026 in Review

Aprio Wealth Management held its Perimeter Group Inc. (PRM) position steady in Q3 2026 at 20,456 shares worth $538K. The position accounts for 0.02% of the portfolio, ranked #393.

Aprio Wealth Management first reported a position in PRM in Q2 2023 and has held it in 14 quarters since. The position peaked at $729K in Q2 2026. 234 funds tracked by Wall St. Rank hold PRM as of Q3 2026.

  • Aprio Wealth Management held 20,456 shares of Perimeter Group Inc. worth $538K as of Q3 2026.
  • Aprio Wealth Management left its Perimeter Group Inc. share count unchanged in Q3 2026.
  • Perimeter Group Inc. made up 0.02% of Aprio Wealth Management's portfolio in Q3 2026, its #393 holding.
  • Aprio Wealth Management first reported a position in Perimeter Group Inc. in Q2 2023 and has held it in 14 quarters since.
  • Aprio Wealth Management's Perimeter Group Inc. position peaked at $729K in Q2 2026.
  • 234 funds tracked by Wall St. Rank held Perimeter Group Inc. as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.