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 Q2	$79.2K	Sell	799 -15	-2%	-$1.97K	﹤0.01%	2113
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	–	–	3011
2022 Q2	$0	Buy	+8	New	+$193	﹤0.01%	2716

Other funds holding PRIM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Allworth Financial's PRIM Position: Q2 2026 in Review

Allworth Financial reduced its Primoris Services (PRIM) stake by 1.8% in Q2 2026, selling an estimated $1.97K and leaving 799 shares worth $79.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2113.

Allworth Financial first reported a position in PRIM in Q2 2022 and has held it in 16 quarters since. The position peaked at $116K in Q1 2026. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

Allworth Financial held 799 shares of Primoris Services worth $79.2K as of Q2 2026.
Allworth Financial sold 15 Primoris Services shares in Q2 2026, an estimated $1.97K.
Primoris Services made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2113 holding.
Allworth Financial first reported a position in Primoris Services in Q2 2022 and has held it in 16 quarters since.
Allworth Financial's Primoris Services position peaked at $116K in Q1 2026.
449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.