Evercore Wealth Management’s Perimeter Solutions PRM Stock Holding History

Evercore Wealth Management’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	$1.25M	Hold	35,000	–	–	0.02%	208
2026 Q1	$855K	Hold	35,000	–	–	0.01%	232
2025 Q4	$964K	Hold	35,000	–	–	0.01%	216
2025 Q3	$784K	Hold	35,000	–	–	0.01%	242
2025 Q2	$487K	Hold	35,000	–	–	0.01%	282
2025 Q1	$352K	Hold	35,000	–	–	0.01%	319
2024 Q4	$447K	Sell	35,000 -30,000	-46%	-$392K	0.01%	290
2024 Q3	$874K	Sell	65,000 -10,000	-13%	-$104K	0.01%	226
2024 Q2	$587K	Hold	75,000	–	–	0.01%	263
2024 Q1	$557K	Hold	75,000	–	–	0.01%	268
2023 Q4	$345K	Buy	+75,000	New	+$288K	0.01%	318

Other funds holding PRM

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

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

Evercore Wealth Management's PRM Position: Q2 2026 in Review

Evercore Wealth Management held its Perimeter Solutions (PRM) position steady in Q2 2026 at 35,000 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #208.

Evercore Wealth Management first reported a position in PRM in Q4 2023 and has held it in 11 quarters since. 311 funds tracked by Wall St. Rank hold PRM as of Q2 2026.

Evercore Wealth Management held 35,000 shares of Perimeter Solutions worth $1.25M as of Q2 2026.
Evercore Wealth Management left its Perimeter Solutions share count unchanged in Q2 2026.
Perimeter Solutions made up 0.02% of Evercore Wealth Management's portfolio in Q2 2026, its #208 holding.
Evercore Wealth Management first reported a position in Perimeter Solutions in Q4 2023 and has held it in 11 quarters since.
311 funds tracked by Wall St. Rank held Perimeter Solutions as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.