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Root Financial Partners’s Perimeter Solutions 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
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

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

Root Financial Partners's PRM Position: Q1 2026 in Review

Root Financial Partners reduced its Perimeter Solutions (PRM) stake by 20% in Q1 2026, selling an estimated $1.05K and leaving 169 shares worth $4.13K. The position accounts for ﹤0.01% of the portfolio, ranked #2019.

Root Financial Partners first reported a position in PRM in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.78K in Q4 2025. 291 funds tracked by Wall St. Rank hold PRM as of Q1 2026.

  • Root Financial Partners held 169 shares of Perimeter Solutions worth $4.13K as of Q1 2026.
  • Root Financial Partners sold 41 Perimeter Solutions shares in Q1 2026, an estimated $1.05K.
  • Perimeter Solutions made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2019 holding.
  • Root Financial Partners first reported a position in Perimeter Solutions in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Perimeter Solutions position peaked at $5.78K in Q4 2025.
  • 291 funds tracked by Wall St. Rank held Perimeter Solutions as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.