Root Financial Partners
PRM icon

Root Financial Partners’s Perimeter Group Inc. PRM Stock Holding History

Root Financial Partners’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
Q3 		$3.87K Buy
+147
New +$4.76K ﹤0.01% 2325
2026
Q2 		– Sell
-169
Closed -$4.13K – 2464
2026
Q1 		$4.13K Sell
169
-41
-20% -$1.05K ﹤0.01% 2019
2025
Q4 		$5.78K Buy
210
+171
+438% +$4.32K ﹤0.01% 1718
2025
Q3 		$873 Buy
+39
New +$739 ﹤0.01% 2081

Other funds holding PRM

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 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 $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Root Financial Partners's PRM Position: Q3 2026 in Review

Root Financial Partners opened a new position in Perimeter Group Inc. (PRM) in Q3 2026: 147 shares worth $3.87K. The stake represents ﹤0.01% of the portfolio and ranks #2325 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PRM as recently as Q1 2026.

Root Financial Partners first reported a position in PRM in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.78K in Q4 2025. 234 funds tracked by Wall St. Rank hold PRM as of Q3 2026.

  • Root Financial Partners held 147 shares of Perimeter Group Inc. worth $3.87K as of Q3 2026.
  • Perimeter Group Inc. was a new Root Financial Partners position in Q3 2026.
  • Perimeter Group Inc. made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2325 holding.
  • Root Financial Partners first reported a position in Perimeter Group Inc. in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Perimeter Group Inc. position peaked at $5.78K in Q4 2025.
  • 234 funds tracked by Wall St. Rank held Perimeter Group Inc. as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.