Rialto Wealth Management
PRM icon

Rialto Wealth Management’s Perimeter Group Inc. PRM Stock Holding History

Rialto Wealth Management’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 		$143 Sell
4
-3
-43% -$94 ﹤0.01% 1872
2026
Q1 		$171 Buy
7
+4
+133% +$102 ﹤0.01% 1622
2025
Q4 		$83 Buy
+3
New +$76 ﹤0.01% 1652

Other funds holding PRM

WPL
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Jupiter Topco
Jupiter Topco New York $245B AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DF Dent & Co
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Rialto Wealth Management's PRM Position: Q2 2026 in Review

Rialto Wealth Management reduced its Perimeter Group Inc. (PRM) stake by 43% in Q2 2026, selling an estimated $94 and leaving 4 shares worth $143. The position accounts for ﹤0.01% of the portfolio, ranked #1872.

Rialto Wealth Management first reported a position in PRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $171 in Q1 2026. 314 funds tracked by Wall St. Rank hold PRM as of Q2 2026.

  • Rialto Wealth Management held 4 shares of Perimeter Group Inc. worth $143 as of Q2 2026.
  • Rialto Wealth Management sold 3 Perimeter Group Inc. shares in Q2 2026, an estimated $94.
  • Perimeter Group Inc. made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1872 holding.
  • Rialto Wealth Management first reported a position in Perimeter Group Inc. in Q4 2025 and has held it in 3 quarters since.
  • Rialto Wealth Management's Perimeter Group Inc. position peaked at $171 in Q1 2026.
  • 314 funds tracked by Wall St. Rank held Perimeter Group Inc. as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.