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B. Riley Wealth Advisors’s Primoris Services PRIM Stock Holding History

B. Riley 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
2025
Q1 		– Sell
-2,949
Closed -$226K – 1396
2024
Q4 		$226K Buy
+2,949
New +$215K 0.01% 990
2024
Q3 		– Sell
-4,805
Closed -$240K – 1395
2024
Q2 		$240K Buy
+4,805
New +$238K 0.01% 1134

Other funds holding PRIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

B. Riley Wealth Advisors's PRIM Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of Primoris Services (PRIM) in Q1 2025, closing a stake of 2,949 shares — an estimated $226K sold.

B. Riley Wealth Advisors first reported a position in PRIM in Q2 2024 and held it in 2 quarters. The position peaked at $240K in Q2 2024. 370 funds tracked by Wall St. Rank hold PRIM as of Q1 2025.

  • B. Riley Wealth Advisors reported no remaining Primoris Services position as of Q1 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,949 Primoris Services shares in Q1 2025, an estimated $226K.
  • B. Riley Wealth Advisors first reported a position in Primoris Services in Q2 2024 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Primoris Services position peaked at $240K in Q2 2024.
  • 370 funds tracked by Wall St. Rank held Primoris Services as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.