CAPTRUST Financial Advisors
PRIM icon

CAPTRUST Financial Advisors’s Primoris Services PRIM Stock Holding History

CAPTRUST Financial 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 		$11.5M Buy
116,516
+107,037
+1,129% +$14.1M 0.02% 536
2026
Q1 		$1.36M Buy
9,479
+338
+4% +$49.5K ﹤0.01% 1427
2025
Q4 		$1.13M Sell
9,141
-66
-0.7% -$8.62K ﹤0.01% 1424
2025
Q3 		$1.26M Sell
9,207
-497
-5% -$53.4K ﹤0.01% 1299
2025
Q2 		$756K Sell
9,704
-3,148
-24% -$213K ﹤0.01% 1482
2025
Q1 		$738K Buy
+12,852
New +$929K ﹤0.01% 1428
2022
Q4 		– Sell
-45,940
Closed -$747K – 2157
2022
Q3 		$747K Buy
45,940
+6,429
+16% +$134K ﹤0.01% 1063
2022
Q2 		$862K Sell
39,511
-11,670
-23% -$281K 0.01% 908
2022
Q1 		$1.22M Buy
51,181
+16,899
+49% +$435K 0.01% 766
2021
Q4 		$824K Sell
34,282
-39,840
-54% -$1.01M 0.01% 894
2021
Q3 		$1.82M Buy
74,122
+30,318
+69% +$815K 0.02% 544
2021
Q2 		$1.29M Buy
43,804
+43,471
+13,054% +$1.4M 0.01% 634
2021
Q1 		$11K Buy
+333
New +$11K ﹤0.01% 3390
2019
Q1 		– Sell
-220
Closed -$4K – 1874
2018
Q4 		$4K Buy
+220
New +$4.94K ﹤0.01% 1389
2018
Q2 		– Sell
-45
Closed -$1K – 1586
2018
Q1 		$1K Buy
+45
New +$1.15K ﹤0.01% 1289

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

CAPTRUST Financial Advisors's PRIM Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Primoris Services (PRIM) stake by 1,129% in Q2 2026, buying an estimated $14.1M and bringing the position to 116,516 shares worth $11.5M. The position accounts for 0.02% of the portfolio, ranked #536.

CAPTRUST Financial Advisors first reported a position in PRIM in Q1 2018 and has held it in 15 quarters since. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • CAPTRUST Financial Advisors held 116,516 shares of Primoris Services worth $11.5M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 107,037 Primoris Services shares in Q2 2026, an estimated $14.1M.
  • Primoris Services made up 0.02% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #536 holding.
  • CAPTRUST Financial Advisors first reported a position in Primoris Services in Q1 2018 and has held it in 15 quarters since.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.