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Bell Investment Advisors’s Primoris Services PRIM Stock Holding History

Bell Investment 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
Q2 		$793 Sell
8
-43
-84% -$5.65K ﹤0.01% 1597
2026
Q1 		$7.3K Hold
51
– – ﹤0.01% 811
2025
Q4 		$6.33K Buy
51
+35
+219% +$4.57K ﹤0.01% 891
2025
Q3 		$2.2K Hold
16
– – ﹤0.01% 1303
2025
Q2 		$1.25K Buy
16
+8
+100% +$542 ﹤0.01% 1520
2025
Q1 		$460 Hold
8
– – ﹤0.01% 1786
2024
Q4 		$612 Buy
+8
New +$584 ﹤0.01% 1712
2023
Q2 		– Sell
-26
Closed -$642 – 1979
2023
Q1 		$642 Hold
26
– – ﹤0.01% 1709
2022
Q4 		$570 Buy
+26
New +$526 ﹤0.01% 1751

Other funds holding PRIM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bell Investment Advisors's PRIM Position: Q2 2026 in Review

Bell Investment Advisors reduced its Primoris Services (PRIM) stake by 84% in Q2 2026, selling an estimated $5.65K and leaving 8 shares worth $793. The position accounts for ﹤0.01% of the portfolio, ranked #1597.

Bell Investment Advisors first reported a position in PRIM in Q4 2022 and has held it in 9 quarters since. The position peaked at $7.3K in Q1 2026. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Bell Investment Advisors held 8 shares of Primoris Services worth $793 as of Q2 2026.
  • Bell Investment Advisors sold 43 Primoris Services shares in Q2 2026, an estimated $5.65K.
  • Primoris Services made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1597 holding.
  • Bell Investment Advisors first reported a position in Primoris Services in Q4 2022 and has held it in 9 quarters since.
  • Bell Investment Advisors's Primoris Services position peaked at $7.3K in Q1 2026.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.