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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
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

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

Root Financial Partners's PRM Position: Q2 2026 in Review

Root Financial Partners sold out of Perimeter Solutions (PRM) in Q2 2026, closing a stake of 169 shares — an estimated $4.13K sold.

Root Financial Partners first reported a position in PRM in Q3 2025 and held it in 3 quarters. The position peaked at $5.78K in Q4 2025. 310 funds tracked by Wall St. Rank hold PRM as of Q2 2026.

  • Root Financial Partners reported no remaining Perimeter Solutions position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 169 Perimeter Solutions shares in Q2 2026, an estimated $4.13K.
  • Root Financial Partners first reported a position in Perimeter Solutions in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Perimeter Solutions position peaked at $5.78K in Q4 2025.
  • 310 funds tracked by Wall St. Rank held Perimeter Solutions as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.