O'Shaughnessy Asset Management
PRM icon

O'Shaughnessy Asset Management’s Perimeter Group Inc. PRM Stock Holding History

O'Shaughnessy Asset 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
Q3 		– Sell
-5,741
Closed -$205K – 2853
2026
Q2 		$205K Buy
+5,741
New +$179K ﹤0.01% 2022
2026
Q1 		– Sell
-16,416
Closed -$452K – 2785
2025
Q4 		$452K Buy
+16,416
New +$415K ﹤0.01% 1556
2024
Q4 		– Sell
-18,492
Closed -$240K – 2270
2024
Q3 		$240K Buy
+18,492
New +$192K ﹤0.01% 1586

Other funds holding PRM

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Senator Investment Group
Senator Investment Group New York $2.64B AUM 29.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

O'Shaughnessy Asset Management's PRM Position: Q3 2026 in Review

O'Shaughnessy Asset Management sold out of Perimeter Group Inc. (PRM) in Q3 2026, closing a stake of 5,741 shares — an estimated $205K sold.

O'Shaughnessy Asset Management first reported a position in PRM in Q3 2024 and held it in 3 quarters. The position peaked at $452K in Q4 2025. 195 funds tracked by Wall St. Rank hold PRM as of Q3 2026.

  • O'Shaughnessy Asset Management reported no remaining Perimeter Group Inc. position as of Q3 2026 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 5,741 Perimeter Group Inc. shares in Q3 2026, an estimated $205K.
  • O'Shaughnessy Asset Management first reported a position in Perimeter Group Inc. in Q3 2024 and held it in 3 quarters.
  • O'Shaughnessy Asset Management's Perimeter Group Inc. position peaked at $452K in Q4 2025.
  • 195 funds tracked by Wall St. Rank held Perimeter Group Inc. as of Q3 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q3 2026, filed 12 Nov 2026.