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Coastal Bridge Advisors’s Primoris Services PRIM Stock Holding History

Coastal Bridge 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
Q1 		– Sell
-1,800
Closed -$223K – 472
2025
Q4 		$223K Sell
1,800
-31
-2% -$4.05K 0.02% 416
2025
Q3 		$251K Buy
+1,831
New +$197K 0.02% 389

Other funds holding PRIM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Coastal Bridge Advisors's PRIM Position: Q1 2026 in Review

Coastal Bridge Advisors sold out of Primoris Services (PRIM) in Q1 2026, closing a stake of 1,800 shares — an estimated $223K sold.

Coastal Bridge Advisors first reported a position in PRIM in Q3 2025 and held it in 2 quarters. The position peaked at $251K in Q3 2025. 509 funds tracked by Wall St. Rank hold PRIM as of Q1 2026.

  • Coastal Bridge Advisors reported no remaining Primoris Services position as of Q1 2026 after selling out during the quarter.
  • Coastal Bridge Advisors sold 1,800 Primoris Services shares in Q1 2026, an estimated $223K.
  • Coastal Bridge Advisors first reported a position in Primoris Services in Q3 2025 and held it in 2 quarters.
  • Coastal Bridge Advisors's Primoris Services position peaked at $251K in Q3 2025.
  • 509 funds tracked by Wall St. Rank held Primoris Services as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.