Cetera Investment Advisers
PRIM icon

Cetera Investment Advisers’s Primoris Services PRIM Stock Holding History

Cetera Investment Advisers’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 		$1.09M Sell
10,958
-6,367
-37% -$837K ﹤0.01% 2984
2026
Q1 		$2.48M Sell
17,325
-3,280
-16% -$480K ﹤0.01% 2092
2025
Q4 		$2.56M Buy
20,605
+2,911
+16% +$380K ﹤0.01% 2004
2025
Q3 		$2.43M Buy
17,694
+1,953
+12% +$210K ﹤0.01% 2007
2025
Q2 		$1.23M Sell
15,741
-244
-2% -$16.5K ﹤0.01% 2203
2025
Q1 		$918K Buy
15,985
+4,212
+36% +$305K ﹤0.01% 2331
2024
Q4 		$899K Sell
11,773
-210
-2% -$15.3K ﹤0.01% 2231
2024
Q3 		$696K Buy
11,983
+995
+9% +$53.1K ﹤0.01% 2385
2024
Q2 		$548K Buy
10,988
+1,314
+14% +$65K ﹤0.01% 2519
2024
Q1 		$412K Buy
+9,674
New +$357K ﹤0.01% 2769
2021
Q3 		– Sell
-18,045
Closed -$531K – 1856
2021
Q2 		$531K Buy
18,045
+2,361
+15% +$76.2K 0.01% 1094
2021
Q1 		$520K Buy
+15,684
New +$516K 0.01% 958

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

Cetera Investment Advisers's PRIM Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Primoris Services (PRIM) stake by 37% in Q2 2026, selling an estimated $837K and leaving 10,958 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #2984.

Cetera Investment Advisers first reported a position in PRIM in Q1 2021 and has held it in 12 quarters since. The position peaked at $2.56M in Q4 2025. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Cetera Investment Advisers held 10,958 shares of Primoris Services worth $1.09M as of Q2 2026.
  • Cetera Investment Advisers sold 6,367 Primoris Services shares in Q2 2026, an estimated $837K.
  • Primoris Services made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2984 holding.
  • Cetera Investment Advisers first reported a position in Primoris Services in Q1 2021 and has held it in 12 quarters since.
  • Cetera Investment Advisers's Primoris Services position peaked at $2.56M in Q4 2025.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.