Rothwell Investment Advisors, LLC’s Primoris Services PRIM Stock Holding History

Rothwell Investment Advisors, 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	$122K	Buy	+1,633	New	+$132K	0.07%	251

Other funds holding PRIM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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

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

J.V. Bruni & Co Colorado Springs, Colorado $1.06B AUM 24.12% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Rothwell Investment Advisors, LLC's PRIM Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Primoris Services (PRIM) in Q3 2026: 1,633 shares worth $122K. The stake represents 0.07% of the portfolio and ranks #251 among its holdings.

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

Rothwell Investment Advisors, LLC held 1,633 shares of Primoris Services worth $122K as of Q3 2026.
Primoris Services was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Primoris Services made up 0.07% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #251 holding.
170 funds tracked by Wall St. Rank held Primoris Services as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.