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Caprock Group’s Primoris Services PRIM Stock Holding History

Caprock Group’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 		– Sell
-2,029
Closed -$290K – 1308
2026
Q1 		$290K Sell
2,029
-383
-16% -$56.1K 0.01% 934
2025
Q4 		$300K Sell
2,412
-664
-22% -$86.7K 0.01% 997
2025
Q3 		$365K Buy
+3,076
New +$330K 0.01% 884

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

Caprock Group's PRIM Position: Q2 2026 in Review

Caprock Group sold out of Primoris Services (PRIM) in Q2 2026, closing a stake of 2,029 shares — an estimated $290K sold.

Caprock Group first reported a position in PRIM in Q3 2025 and held it in 3 quarters. The position peaked at $365K in Q3 2025. 450 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Caprock Group reported no remaining Primoris Services position as of Q2 2026 after selling out during the quarter.
  • Caprock Group sold 2,029 Primoris Services shares in Q2 2026, an estimated $290K.
  • Caprock Group first reported a position in Primoris Services in Q3 2025 and held it in 3 quarters.
  • Caprock Group's Primoris Services position peaked at $365K in Q3 2025.
  • 450 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.