Allworth Financial’s Primoris Services PRIM Stock Holding History

Allworth Financial’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 Q1	$116K	Buy	814 +12	+1%	+$1.76K	﹤0.01%	1747
2025 Q4	$99.6K	Buy	802 +9	+1%	+$1.18K	﹤0.01%	1759
2025 Q3	$109K	Buy	793 +28	+4%	+$3.01K	﹤0.01%	1638
2025 Q2	$59.6K	Buy	765 +541	+242%	+$36.7K	﹤0.01%	1849
2025 Q1	$13.3K	Buy	224 +17	+8%	+$1.23K	﹤0.01%	2292
2024 Q4	$18.2K	Buy	207 +198	+2,200%	+$14.5K	﹤0.01%	2163
2024 Q3	$523	Hold	9	–	–	﹤0.01%	3407
2024 Q2	$482	Hold	9	–	–	﹤0.01%	3380
2024 Q1	$384	Hold	9	–	–	﹤0.01%	3352
2023 Q4	$299	Hold	9	–	–	﹤0.01%	3240
2023 Q3	$295	Hold	9	–	–	﹤0.01%	3172
2023 Q2	$275	Hold	9	–	–	﹤0.01%	3037
2023 Q1	$222	Hold	9	–	–	﹤0.01%	2991
2022 Q4	$197	Buy	+9	New	+$182	﹤0.01%	2785
2022 Q3	–	Sell	-8	Closed	–	–	3012
2022 Q2	$0	Buy	+8	New	+$193	﹤0.01%	2717

Other funds holding PRIM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Dimensional Fund Advisors

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