Superior Planning, LLC’s Primoris Services PRIM Stock Holding History

Superior Planning, LLC’s Portfolio PRIM Stock Details PRIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.64K	Buy	+22	New	+$1.77K	﹤0.01%	1618

Other funds holding PRIM

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Superior Planning, LLC's PRIM Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Primoris Services (PRIM) in Q3 2026: 22 shares worth $1.64K. The stake represents ﹤0.01% of the portfolio and ranks #1618 among its holdings.

262 funds tracked by Wall St. Rank hold PRIM as of Q3 2026.

Superior Planning, LLC held 22 shares of Primoris Services worth $1.64K as of Q3 2026.
Primoris Services was a new Superior Planning, LLC position in Q3 2026.
Primoris Services made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1618 holding.
262 funds tracked by Wall St. Rank held Primoris Services as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.