SVB Wealth’s Perimeter Solutions PRM Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-227	Closed	-$2.29K	–	1326
2025 Q1	$2.29K	Buy	+227	New	+$2.55K	﹤0.01%	1208

Other funds holding PRM

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

SVB Wealth's PRM Position: Q2 2025 in Review

SVB Wealth sold out of Perimeter Solutions (PRM) in Q2 2025, closing a stake of 227 shares — an estimated $2.29K sold.

SVB Wealth first reported a position in PRM in Q1 2025 and held it in 1 quarter. The position peaked at $2.29K in Q1 2025. 210 funds tracked by Wall St. Rank hold PRM as of Q2 2025.

SVB Wealth reported no remaining Perimeter Solutions position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 227 Perimeter Solutions shares in Q2 2025, an estimated $2.29K.
SVB Wealth first reported a position in Perimeter Solutions in Q1 2025 and held it in 1 quarter.
SVB Wealth's Perimeter Solutions position peaked at $2.29K in Q1 2025.
210 funds tracked by Wall St. Rank held Perimeter Solutions as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.