EWM
PRM icon

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
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 $9.34B AUM 17.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return