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Mark Sheptoff Financial Planning’s Perimeter Solutions PRM Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		$7.54K Hold
250
– – ﹤0.01% 377
2025
Q4 		$6.88K Buy
+250
New +$6.32K ﹤0.01% 389

Other funds holding PRM

WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mark Sheptoff Financial Planning's PRM Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Perimeter Solutions (PRM) position steady in Q1 2026 at 250 shares worth $7.54K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Mark Sheptoff Financial Planning first reported a position in PRM in Q4 2025 and has held it in 2 quarters since. 291 funds tracked by Wall St. Rank hold PRM as of Q1 2026.

  • Mark Sheptoff Financial Planning held 250 shares of Perimeter Solutions worth $7.54K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its Perimeter Solutions share count unchanged in Q1 2026.
  • Perimeter Solutions made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #377 holding.
  • Mark Sheptoff Financial Planning first reported a position in Perimeter Solutions in Q4 2025 and has held it in 2 quarters since.
  • 291 funds tracked by Wall St. Rank held Perimeter Solutions as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.