CAP
PRIM icon

Columbia Advisory Partners’s Primoris Services PRIM Stock Holding History

Columbia Advisory Partners’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 		$210K Sell
2,121
-130
-6% -$17.1K 0.12% 100
2026
Q1 		$322K Sell
2,251
-974
-30% -$143K 0.21% 66
2025
Q4 		$400K Sell
3,225
-122
-4% -$15.9K 0.27% 51
2025
Q3 		$460K Sell
3,347
-259
-7% -$27.8K 0.32% 47
2025
Q2 		$281K Sell
3,606
-65
-2% -$4.41K 0.21% 61
2025
Q1 		$211K Hold
3,671
– – 0.18% 66
2024
Q4 		$280K Sell
3,671
-9
-0.2% -$657 0.26% 53
2024
Q3 		$214K Sell
3,680
-340
-8% -$18.1K 0.2% 54
2024
Q2 		$201K Buy
+4,020
New +$199K 0.2% 49

Other funds holding PRIM

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
RBI
Raiffeisen Bank International Vienna, Austria $8.53B AUM 46.94% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

Columbia Advisory Partners's PRIM Position: Q2 2026 in Review

Columbia Advisory Partners reduced its Primoris Services (PRIM) stake by 5.8% in Q2 2026, selling an estimated $17.1K and leaving 2,121 shares worth $210K. The position accounts for 0.12% of the portfolio, ranked #100.

Columbia Advisory Partners first reported a position in PRIM in Q2 2024 and has held it in 9 quarters since. The position peaked at $460K in Q3 2025. 144 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Columbia Advisory Partners held 2,121 shares of Primoris Services worth $210K as of Q2 2026.
  • Columbia Advisory Partners sold 130 Primoris Services shares in Q2 2026, an estimated $17.1K.
  • Primoris Services made up 0.12% of Columbia Advisory Partners's portfolio in Q2 2026, its #100 holding.
  • Columbia Advisory Partners first reported a position in Primoris Services in Q2 2024 and has held it in 9 quarters since.
  • Columbia Advisory Partners's Primoris Services position peaked at $460K in Q3 2025.
  • 144 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.