LI
PRMB

LRI Investments’s Primo Brands PRMB Stock Holding History

LRI Investments’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
Q2 		$46.8K Sell
1,914
-66
-3% -$1.46K ﹤0.01% 566
2026
Q1 		$37.3K Buy
1,980
+31
+2% +$599 ﹤0.01% 566
2025
Q4 		$31.9K Buy
1,949
+1,306
+203% +$24.1K ﹤0.01% 615
2025
Q3 		$14.2K Buy
+643
New +$16.6K ﹤0.01% 796
2025
Q1 		– Sell
-532
Closed -$16.4K – 1260
2024
Q4 		$16.4K Buy
+532
New +$15.8K ﹤0.01% 702

Other funds holding PRMB

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return