FAIM
PRMB

Financial Advocates Investment Management’s Primo Brands PRMB Stock Holding History

Financial Advocates Investment Management’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
2025
Q2 		– Sell
-6,325
Closed -$224K – 794
2025
Q1 		$224K Sell
6,325
-3,000
-32% -$98K 0.02% 651
2024
Q4 		$287K Buy
+9,325
New +$276K 0.02% 605

Other funds holding PRMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.57B AUM 29.93% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Financial Advocates Investment Management's PRMB Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Primo Brands (PRMB) in Q2 2025, closing a stake of 6,325 shares — an estimated $224K sold.

Financial Advocates Investment Management first reported a position in PRMB in Q4 2024 and held it in 2 quarters. The position peaked at $287K in Q4 2024. 397 funds tracked by Wall St. Rank hold PRMB as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Primo Brands position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 6,325 Primo Brands shares in Q2 2025, an estimated $224K.
  • Financial Advocates Investment Management first reported a position in Primo Brands in Q4 2024 and held it in 2 quarters.
  • Financial Advocates Investment Management's Primo Brands position peaked at $287K in Q4 2024.
  • 397 funds tracked by Wall St. Rank held Primo Brands as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.