PCS
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Personal CFO Solutions’s Perimeter Solutions PRM Stock Holding History

Personal CFO Solutions’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 		$348K Buy
9,763
+1,124
+13% +$35.1K 0.05% 352
2026
Q1 		$211K Buy
+8,639
New +$220K 0.03% 494

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

Personal CFO Solutions's PRM Position: Q2 2026 in Review

Personal CFO Solutions increased its Perimeter Solutions (PRM) stake by 13% in Q2 2026, buying an estimated $35.1K and bringing the position to 9,763 shares worth $348K. The position accounts for 0.05% of the portfolio, ranked #352.

Personal CFO Solutions first reported a position in PRM in Q1 2026 and has held it in 2 quarters since. 311 funds tracked by Wall St. Rank hold PRM as of Q2 2026.

  • Personal CFO Solutions held 9,763 shares of Perimeter Solutions worth $348K as of Q2 2026.
  • Personal CFO Solutions bought 1,124 Perimeter Solutions shares in Q2 2026, an estimated $35.1K.
  • Perimeter Solutions made up 0.05% of Personal CFO Solutions's portfolio in Q2 2026, its #352 holding.
  • Personal CFO Solutions first reported a position in Perimeter Solutions in Q1 2026 and has held it in 2 quarters since.
  • 311 funds tracked by Wall St. Rank held Perimeter Solutions as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.