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Perigon Wealth Management’s Perimeter Solutions PRM Stock Holding History

Perigon 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 		– Sell
-11,480
Closed -$316K – 1388
2025
Q4 		$316K Buy
+11,480
New +$290K 0.01% 993

Other funds holding PRM

WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Perigon Wealth Management's PRM Position: Q1 2026 in Review

Perigon Wealth Management sold out of Perimeter Solutions (PRM) in Q1 2026, closing a stake of 11,480 shares — an estimated $316K sold.

Perigon Wealth Management first reported a position in PRM in Q4 2025 and held it in 1 quarter. The position peaked at $316K in Q4 2025. 293 funds tracked by Wall St. Rank hold PRM as of Q1 2026.

  • Perigon Wealth Management reported no remaining Perimeter Solutions position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 11,480 Perimeter Solutions shares in Q1 2026, an estimated $316K.
  • Perigon Wealth Management first reported a position in Perimeter Solutions in Q4 2025 and held it in 1 quarter.
  • Perigon Wealth Management's Perimeter Solutions position peaked at $316K in Q4 2025.
  • 293 funds tracked by Wall St. Rank held Perimeter Solutions as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.