CAPTRUST Financial Advisors
PRM icon

CAPTRUST Financial Advisors’s Perimeter Solutions 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 – 5086
2021
Q4 		$3K Buy
+240
New +$3.03K ﹤0.01% 4301

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 $204B AUM 27.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
State Street
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

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

CAPTRUST Financial Advisors increased its Perimeter Solutions (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. 311 funds tracked by Wall St. Rank hold PRM as of Q2 2026.

  • CAPTRUST Financial Advisors held 210,828 shares of Perimeter Solutions worth $7.52M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 27,129 Perimeter Solutions shares in Q2 2026, an estimated $847K.
  • Perimeter Solutions 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 Solutions in Q4 2021 and has held it in 3 quarters since.
  • 311 funds tracked by Wall St. Rank held Perimeter Solutions as of Q2 2026.

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