AssetMark Inc’s Perimeter Solutions PRM Stock Holding History

AssetMark Inc’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	$99.2K	Buy	4,064 +3,812	+1,513%	+$97.3K	﹤0.01%	1542
2025 Q4	$6.94K	Buy	252 +19	+8%	+$480	﹤0.01%	2362
2025 Q3	$5.22K	Buy	+233	New	+$4.42K	﹤0.01%	2326

Other funds holding PRM

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AssetMark Inc's PRM Position: Q1 2026 in Review

AssetMark Inc increased its Perimeter Solutions (PRM) stake by 1,513% in Q1 2026, buying an estimated $97.3K and bringing the position to 4,064 shares worth $99.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1542.

AssetMark Inc first reported a position in PRM in Q3 2025 and has held it in 3 quarters since. 291 funds tracked by Wall St. Rank hold PRM as of Q1 2026.

AssetMark Inc held 4,064 shares of Perimeter Solutions worth $99.2K as of Q1 2026.
AssetMark Inc bought 3,812 Perimeter Solutions shares in Q1 2026, an estimated $97.3K.
Perimeter Solutions made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #1542 holding.
AssetMark Inc first reported a position in Perimeter Solutions in Q3 2025 and has held it in 3 quarters since.
291 funds tracked by Wall St. Rank held Perimeter Solutions as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.