Clearstead Trust’s Primoris Services PRIM Stock Holding History

Clearstead Trust’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 Q3	$373	Buy	+5	New	+$403	﹤0.01%	1008

Other funds holding PRIM

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

VHMC

Value Holdings Management Company Hampton Bays, New York $548M AUM 28.02% 1-Year Est. Return

Clearstead Trust's PRIM Position: Q3 2026 in Review

Clearstead Trust opened a new position in Primoris Services (PRIM) in Q3 2026: 5 shares worth $373. The stake represents ﹤0.01% of the portfolio and ranks #1008 among its holdings.

238 funds tracked by Wall St. Rank hold PRIM as of Q3 2026.

Clearstead Trust held 5 shares of Primoris Services worth $373 as of Q3 2026.
Primoris Services was a new Clearstead Trust position in Q3 2026.
Primoris Services made up ﹤0.01% of Clearstead Trust's portfolio in Q3 2026, its #1008 holding.
238 funds tracked by Wall St. Rank held Primoris Services as of Q3 2026.

Based on Clearstead Trust's 13F filing for Q3 2026, filed 6 Nov 2026.