BCP
PRM icon

Balance Capital Partners’s Perimeter Solutions PRM Stock Holding History

Balance Capital 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 		$97.5M Hold
2,735,521
– – 70% 1
2026
Q1 		$66.8M Buy
2,735,521
+225,000
+9% +$5.74M 75.96% 1
2025
Q4 		$69.1M Buy
+2,510,521
New +$63.4M 56.11% 1

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

Balance Capital Partners's PRM Position: Q2 2026 in Review

Balance Capital Partners held its Perimeter Solutions (PRM) position steady in Q2 2026 at 2,735,521 shares worth $97.5M. The position accounts for 70% of the portfolio, ranked #1.

Balance Capital Partners first reported a position in PRM in Q4 2025 and has held it in 3 quarters since. 311 funds tracked by Wall St. Rank hold PRM as of Q2 2026.

  • Balance Capital Partners held 2,735,521 shares of Perimeter Solutions worth $97.5M as of Q2 2026.
  • Balance Capital Partners left its Perimeter Solutions share count unchanged in Q2 2026.
  • Perimeter Solutions made up 70% of Balance Capital Partners's portfolio in Q2 2026, its #1 holding.
  • Balance Capital Partners first reported a position in Perimeter Solutions in Q4 2025 and has held it in 3 quarters since.
  • 311 funds tracked by Wall St. Rank held Perimeter Solutions as of Q2 2026.

Based on Balance Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.