CAPTRUST Financial Advisors
PRM icon

CAPTRUST Financial Advisors’s Perimeter Group Inc. PRM Stock Holding History

CAPTRUST Financial Advisors’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 		$7.52M Buy
210,828
+27,129
+15% +$847K 0.01% 661
2026
Q1 		$4.49M Buy
+183,699
New +$4.69M 0.01% 820
2022
Q1 		– Sell
-240
Closed -$3K – 5085
2021
Q4 		$3K Buy
+240
New +$3.03K ﹤0.01% 4300

Other funds holding PRM

WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Jupiter Topco
Jupiter Topco New York $245B AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DF Dent & Co
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

CAPTRUST Financial Advisors's PRM Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Perimeter Group Inc. (PRM) stake by 15% in Q2 2026, buying an estimated $847K and bringing the position to 210,828 shares worth $7.52M. The position accounts for 0.01% of the portfolio, ranked #661.

CAPTRUST Financial Advisors first reported a position in PRM in Q4 2021 and has held it in 3 quarters since. 314 funds tracked by Wall St. Rank hold PRM as of Q2 2026.

  • CAPTRUST Financial Advisors held 210,828 shares of Perimeter Group Inc. worth $7.52M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 27,129 Perimeter Group Inc. shares in Q2 2026, an estimated $847K.
  • Perimeter Group Inc. made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #661 holding.
  • CAPTRUST Financial Advisors first reported a position in Perimeter Group Inc. in Q4 2021 and has held it in 3 quarters since.
  • 314 funds tracked by Wall St. Rank held Perimeter Group Inc. as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.