Bailard’s Perimeter Solutions PRM Stock Holding History

Bailard’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
2025 Q2	–	Sell	-21,500	Closed	-$217K	–	826
2025 Q1	$217K	Buy	+21,500	New	+$241K	0.01%	675

Other funds holding PRM

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bailard's PRM Position: Q2 2025 in Review

Bailard sold out of Perimeter Solutions (PRM) in Q2 2025, closing a stake of 21,500 shares — an estimated $217K sold.

Bailard first reported a position in PRM in Q1 2025 and held it in 1 quarter. The position peaked at $217K in Q1 2025. 210 funds tracked by Wall St. Rank hold PRM as of Q2 2025.

Bailard reported no remaining Perimeter Solutions position as of Q2 2025 after selling out during the quarter.
Bailard sold 21,500 Perimeter Solutions shares in Q2 2025, an estimated $217K.
Bailard first reported a position in Perimeter Solutions in Q1 2025 and held it in 1 quarter.
Bailard's Perimeter Solutions position peaked at $217K in Q1 2025.
210 funds tracked by Wall St. Rank held Perimeter Solutions as of Q2 2025.

Based on Bailard's 13F filing for Q2 2025, filed 8 Aug 2025.