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Burkett Financial Services’s Perimeter Solutions PRM Stock Holding History

Burkett Financial Services’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
Q3 		$4.16K Hold
158
– – ﹤0.01% 330
2026
Q2 		$5.63K Buy
+158
New +$4.93K ﹤0.01% 201

Other funds holding PRM

ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Burkett Financial Services's PRM Position: Q3 2026 in Review

Burkett Financial Services held its Perimeter Solutions (PRM) position steady in Q3 2026 at 158 shares worth $4.16K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Burkett Financial Services first reported a position in PRM in Q2 2026 and has held it in 2 quarters since. The position peaked at $5.63K in Q2 2026. 13 funds tracked by Wall St. Rank hold PRM as of Q3 2026.

  • Burkett Financial Services held 158 shares of Perimeter Solutions worth $4.16K as of Q3 2026.
  • Burkett Financial Services left its Perimeter Solutions share count unchanged in Q3 2026.
  • Perimeter Solutions made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #330 holding.
  • Burkett Financial Services first reported a position in Perimeter Solutions in Q2 2026 and has held it in 2 quarters since.
  • Burkett Financial Services's Perimeter Solutions position peaked at $5.63K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Perimeter Solutions as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.