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Sequoia Financial Advisors’s Perimeter Solutions PRM Stock Holding History

Sequoia Financial 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
Q2 		$293K Buy
+8,221
New +$257K ﹤0.01% 1690
2026
Q1 		– Sell
-8,524
Closed -$235K – 2038
2025
Q4 		$235K Buy
+8,524
New +$215K ﹤0.01% 1721

Other funds holding PRM

DKCM
Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
CCMG
Connecticut Capital Management Group Milford, Connecticut $124M AUM
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Sequoia Financial Advisors's PRM Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Perimeter Solutions (PRM) in Q2 2026: 8,221 shares worth $293K. The stake represents ﹤0.01% of the portfolio and ranks #1690 among its holdings. This is a return to the name: Sequoia Financial Advisors previously reported a position in PRM as recently as Q4 2025.

Sequoia Financial Advisors first reported a position in PRM in Q4 2025 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold PRM as of Q2 2026.

  • Sequoia Financial Advisors held 8,221 shares of Perimeter Solutions worth $293K as of Q2 2026.
  • Perimeter Solutions was a new Sequoia Financial Advisors position in Q2 2026.
  • Perimeter Solutions made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1690 holding.
  • Sequoia Financial Advisors first reported a position in Perimeter Solutions in Q4 2025 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held Perimeter Solutions as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.