Third View Private Wealth
PRM icon

Third View Private Wealth’s Perimeter Group Inc. PRM Stock Holding History

Third View Private 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
2026
Q3 		$324K Sell
12,307
-5,062
-29% -$164K 0.04% 219
2026
Q2 		$619K Sell
17,369
-1,238
-7% -$38.7K 0.08% 165
2026
Q1 		$454K Buy
18,607
+964
+5% +$24.6K 0.06% 174
2025
Q4 		$486K Buy
+17,643
New +$446K 0.07% 174

Other funds holding PRM

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Davidson Kahn Capital Management
Davidson Kahn Capital Management Sherman Oaks, California $253M AUM 9.56% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Third View Private Wealth's PRM Position: Q3 2026 in Review

Third View Private Wealth reduced its Perimeter Group Inc. (PRM) stake by 29% in Q3 2026, selling an estimated $164K and leaving 12,307 shares worth $324K. The position accounts for 0.04% of the portfolio, ranked #219.

Third View Private Wealth first reported a position in PRM in Q4 2025 and has held it in 4 quarters since. The position peaked at $619K in Q2 2026. 118 funds tracked by Wall St. Rank hold PRM as of Q3 2026.

  • Third View Private Wealth held 12,307 shares of Perimeter Group Inc. worth $324K as of Q3 2026.
  • Third View Private Wealth sold 5,062 Perimeter Group Inc. shares in Q3 2026, an estimated $164K.
  • Perimeter Group Inc. made up 0.04% of Third View Private Wealth's portfolio in Q3 2026, its #219 holding.
  • Third View Private Wealth first reported a position in Perimeter Group Inc. in Q4 2025 and has held it in 4 quarters since.
  • Third View Private Wealth's Perimeter Group Inc. position peaked at $619K in Q2 2026.
  • 118 funds tracked by Wall St. Rank held Perimeter Group Inc. as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.