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Farther Finance Advisors’s Primo Brands PRMB Stock Holding History

Farther Finance Advisors’s Portfolio PRMB Stock Details PRMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$14.2K Sell
748
-188
-20% -$4.27K ﹤0.01% 4404
2026
Q2 		$23K Sell
936
-86
-8% -$1.91K ﹤0.01% 3873
2026
Q1 		$19.3K Buy
1,022
+481
+89% +$9.29K ﹤0.01% 3689
2025
Q4 		$8.85K Sell
541
-4,620
-90% -$85.4K ﹤0.01% 3997
2025
Q3 		$114K Buy
5,161
+4,428
+604% +$115K ﹤0.01% 1958
2025
Q2 		$21.7K Buy
733
+636
+656% +$20.3K ﹤0.01% 2630
2025
Q1 		$3.42K Buy
97
+3
+3% +$98 ﹤0.01% 3202
2024
Q4 		$2.89K Buy
+94
New +$2.79K ﹤0.01% 2868

Other funds holding PRMB

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Farther Finance Advisors's PRMB Position: Q3 2026 in Review

Farther Finance Advisors reduced its Primo Brands (PRMB) stake by 20% in Q3 2026, selling an estimated $4.27K and leaving 748 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4404.

Farther Finance Advisors first reported a position in PRMB in Q4 2024 and has held it in 8 quarters since. The position peaked at $114K in Q3 2025. 10 funds tracked by Wall St. Rank hold PRMB as of Q3 2026.

  • Farther Finance Advisors held 748 shares of Primo Brands worth $14.2K as of Q3 2026.
  • Farther Finance Advisors sold 188 Primo Brands shares in Q3 2026, an estimated $4.27K.
  • Primo Brands made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4404 holding.
  • Farther Finance Advisors first reported a position in Primo Brands in Q4 2024 and has held it in 8 quarters since.
  • Farther Finance Advisors's Primo Brands position peaked at $114K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Primo Brands as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.