AssetMark Inc
PRM icon

AssetMark Inc’s Perimeter Group Inc. 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
Q3 		$198K Buy
7,509
+1,847
+33% +$59.8K ﹤0.01% 1466
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Davidson Kahn Capital Management
Davidson Kahn Capital Management Sherman Oaks, California $253M AUM 9.56% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

AssetMark Inc's PRM Position: Q3 2026 in Review

AssetMark Inc increased its Perimeter Group Inc. (PRM) stake by 33% in Q3 2026, buying an estimated $59.8K and bringing the position to 7,509 shares worth $198K. The position accounts for ﹤0.01% of the portfolio, ranked #1466.

AssetMark Inc first reported a position in PRM in Q3 2025 and has held it in 5 quarters since. The position peaked at $202K in Q2 2026. 117 funds tracked by Wall St. Rank hold PRM as of Q3 2026.

  • AssetMark Inc held 7,509 shares of Perimeter Group Inc. worth $198K as of Q3 2026.
  • AssetMark Inc bought 1,847 Perimeter Group Inc. shares in Q3 2026, an estimated $59.8K.
  • Perimeter Group Inc. made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1466 holding.
  • AssetMark Inc first reported a position in Perimeter Group Inc. in Q3 2025 and has held it in 5 quarters since.
  • AssetMark Inc's Perimeter Group Inc. position peaked at $202K in Q2 2026.
  • 117 funds tracked by Wall St. Rank held Perimeter Group Inc. as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.