Natixis Advisors

Natixis Advisors’s Perimeter Solutions PRM Stock Holding History

Natixis Advisors’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	$2.03M	Buy	83,153 +8,834	+12%	+$225K	﹤0.01%	1111
2025 Q4	$2.05M	Buy	74,319 +5,001	+7%	+$126K	﹤0.01%	1041
2025 Q3	$1.55M	Buy	69,318 +3,818	+6%	+$72.3K	﹤0.01%	1177
2025 Q2	$912K	Buy	65,500 +426	+0.7%	+$4.92K	﹤0.01%	1325
2025 Q1	$655K	Sell	65,074 -2,332	-3%	-$26.2K	﹤0.01%	1401
2024 Q4	$861K	Buy	67,406 +2,483	+4%	+$32.4K	﹤0.01%	1349
2024 Q3	$873K	Buy	64,923 +3,595	+6%	+$37.2K	﹤0.01%	1336
2024 Q2	$480K	Sell	61,328 -5,104	-8%	-$38.1K	﹤0.01%	1444
2024 Q1	$493K	Buy	66,432 +8,612	+15%	+$46.3K	﹤0.01%	1396
2023 Q4	$265K	Buy	57,820 +11,911	+26%	+$45.7K	﹤0.01%	1487
2023 Q3	$208K	Buy	+45,909	New	+$256K	﹤0.01%	1479
2023 Q2	–	Sell	-33,943	Closed	-$274K	–	1508
2023 Q1	$274K	Buy	33,943 +3,395	+11%	+$29.3K	﹤0.01%	1419
2022 Q4	$279K	Buy	+30,548	New	+$269K	﹤0.01%	1409
2022 Q3	–	Sell	-27,897	Closed	-$302K	–	1504
2022 Q2	$302K	Buy	+27,897	New	+$297K	﹤0.01%	1375

Other funds holding PRM

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 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

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return