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Pinnacle Wealth Planning Services’s Perimeter Solutions PRM Stock Holding History

Pinnacle Wealth Planning Services’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 		$2.28K Sell
64
-14
-18% -$437 ﹤0.01% 2448
2026
Q1 		$1.91K Hold
78
– – ﹤0.01% 2452
2025
Q4 		$2.15K Buy
+78
New +$1.97K ﹤0.01% 2462

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

Pinnacle Wealth Planning Services's PRM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Perimeter Solutions (PRM) stake by 18% in Q2 2026, selling an estimated $437 and leaving 64 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #2448.

Pinnacle Wealth Planning Services first reported a position in PRM in Q4 2025 and has held it in 3 quarters since. 311 funds tracked by Wall St. Rank hold PRM as of Q2 2026.

  • Pinnacle Wealth Planning Services held 64 shares of Perimeter Solutions worth $2.28K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 14 Perimeter Solutions shares in Q2 2026, an estimated $437.
  • Perimeter Solutions made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2448 holding.
  • Pinnacle Wealth Planning Services first reported a position in Perimeter Solutions in Q4 2025 and has held it in 3 quarters since.
  • 311 funds tracked by Wall St. Rank held Perimeter Solutions as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.