Root Financial Partners’s Primo Brands PRMB Stock Holding History

Root Financial Partners’s Portfolio PRMB Stock Details PRMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$12.5K	Buy	+658	New	+$15K	﹤0.01%	1799

Other funds holding PRMB

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Sachem Head Capital Management New York $3.97B AUM 45.91% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Pertento Partners London, United Kingdom $2.09B AUM 28.64% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

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

Root Financial Partners opened a new position in Primo Brands (PRMB) in Q3 2026: 658 shares worth $12.5K. The stake represents ﹤0.01% of the portfolio and ranks #1799 among its holdings.

295 funds tracked by Wall St. Rank hold PRMB as of Q3 2026.

Root Financial Partners held 658 shares of Primo Brands worth $12.5K as of Q3 2026.
Primo Brands was a new Root Financial Partners position in Q3 2026.
Primo Brands made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1799 holding.
295 funds tracked by Wall St. Rank held Primo Brands as of Q3 2026.

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