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RAFFA WEALTH MANAGEMENT, LLC’s Perimeter Solutions PRM Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		– Sell
-1
Closed -$24 – 1662
2026
Q1 		$24 Buy
+1
New +$26 ﹤0.01% 1477
2024
Q3 		– Sell
-614
Closed -$4.81K – 1149
2024
Q2 		$4.81K Hold
614
– – ﹤0.01% 542
2024
Q1 		$4.56K Buy
+614
New +$3.3K ﹤0.01% 523

Other funds holding PRM

ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
CRC
Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
DKCM
Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's PRM Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Perimeter Solutions (PRM) in Q2 2026, closing a stake of 1 share — an estimated $24 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in PRM in Q1 2024 and held it in 3 quarters. The position peaked at $4.81K in Q2 2024. 65 funds tracked by Wall St. Rank hold PRM as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Perimeter Solutions position as of Q2 2026 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 1 Perimeter Solutions share in Q2 2026, an estimated $24.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Perimeter Solutions in Q1 2024 and held it in 3 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's Perimeter Solutions position peaked at $4.81K in Q2 2024.
  • 65 funds tracked by Wall St. Rank held Perimeter Solutions as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.