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 Q2	$202K	Buy	5,662 +1,598	+39%	+$49.9K	﹤0.01%	1438
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 $10.1B AUM 10.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

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

AssetMark Inc's PRM Position: Q2 2026 in Review

AssetMark Inc increased its Perimeter Solutions (PRM) stake by 39% in Q2 2026, buying an estimated $49.9K and bringing the position to 5,662 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #1438.

AssetMark Inc first reported a position in PRM in Q3 2025 and has held it in 4 quarters since. 310 funds tracked by Wall St. Rank hold PRM as of Q2 2026.

AssetMark Inc held 5,662 shares of Perimeter Solutions worth $202K as of Q2 2026.
AssetMark Inc bought 1,598 Perimeter Solutions shares in Q2 2026, an estimated $49.9K.
Perimeter Solutions made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1438 holding.
AssetMark Inc first reported a position in Perimeter Solutions in Q3 2025 and has held it in 4 quarters since.
310 funds tracked by Wall St. Rank held Perimeter Solutions as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.