Carmel Capital Partners’s Perimeter Group Inc. PRM Stock Holding History

Carmel 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 Q3	$258K	Sell	9,805 -10,940	-53%	-$354K	0.09%	113
2026 Q2	$740K	Buy	20,745 +951	+5%	+$29.7K	0.24%	69
2026 Q1	$483K	Buy	19,794 +9,704	+96%	+$248K	0.17%	88
2025 Q4	$278K	Buy	+10,090	New	+$255K	0.1%	95
2025 Q3	–	Sell	-15,105	Closed	-$210K	–	151
2025 Q2	$210K	Buy	+15,105	New	+$174K	0.07%	147
2023 Q4	–	Sell	-154	Closed	-$699	–	555
2023 Q3	$699	Sell	154 -7,902	-98%	-$44.1K	﹤0.01%	694
2023 Q2	$49.5K	Hold	8,056	–	–	0.03%	203
2023 Q1	$65.1K	Buy	+8,056	New	+$69.4K	0.04%	226

Other funds holding PRM

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Carmel Capital Partners's PRM Position: Q3 2026 in Review

Carmel Capital Partners reduced its Perimeter Group Inc. (PRM) stake by 53% in Q3 2026, selling an estimated $354K and leaving 9,805 shares worth $258K. The position accounts for 0.09% of the portfolio, ranked #113.

Carmel Capital Partners first reported a position in PRM in Q1 2023 and has held it in 8 quarters since. The position peaked at $740K in Q2 2026. 152 funds tracked by Wall St. Rank hold PRM as of Q3 2026.

Carmel Capital Partners held 9,805 shares of Perimeter Group Inc. worth $258K as of Q3 2026.
Carmel Capital Partners sold 10,940 Perimeter Group Inc. shares in Q3 2026, an estimated $354K.
Perimeter Group Inc. made up 0.09% of Carmel Capital Partners's portfolio in Q3 2026, its #113 holding.
Carmel Capital Partners first reported a position in Perimeter Group Inc. in Q1 2023 and has held it in 8 quarters since.
Carmel Capital Partners's Perimeter Group Inc. position peaked at $740K in Q2 2026.
152 funds tracked by Wall St. Rank held Perimeter Group Inc. as of Q3 2026.

Based on Carmel Capital Partners's 13F filing for Q3 2026, filed 3 Nov 2026.