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Arkadios Wealth Advisors’s Primoris Services PRIM Stock Holding History

Arkadios Wealth Advisors’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 		$267K Buy
1,864
+28
+2% +$4.1K ﹤0.01% 1413
2025
Q4 		$228K Buy
1,836
+232
+14% +$30.3K ﹤0.01% 1388
2025
Q3 		$220K Buy
+1,604
New +$172K 0.01% 1320

Other funds holding PRIM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arkadios Wealth Advisors's PRIM Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Primoris Services (PRIM) stake by 1.5% in Q1 2026, buying an estimated $4.1K and bringing the position to 1,864 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

Arkadios Wealth Advisors first reported a position in PRIM in Q3 2025 and has held it in 3 quarters since. 508 funds tracked by Wall St. Rank hold PRIM as of Q1 2026.

  • Arkadios Wealth Advisors held 1,864 shares of Primoris Services worth $267K as of Q1 2026.
  • Arkadios Wealth Advisors bought 28 Primoris Services shares in Q1 2026, an estimated $4.1K.
  • Primoris Services made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1413 holding.
  • Arkadios Wealth Advisors first reported a position in Primoris Services in Q3 2025 and has held it in 3 quarters since.
  • 508 funds tracked by Wall St. Rank held Primoris Services as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.