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Concord Wealth Partners’s Primoris Services PRIM Stock Holding History

Concord Wealth 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
2025
Q3 		– Sell
-132
Closed -$10.3K – 874
2025
Q2 		$10.3K Buy
+132
New +$8.95K ﹤0.01% 537

Other funds holding PRIM

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Concord Wealth Partners's PRIM Position: Q3 2025 in Review

Concord Wealth Partners sold out of Primoris Services (PRIM) in Q3 2025, closing a stake of 132 shares — an estimated $10.3K sold.

Concord Wealth Partners first reported a position in PRIM in Q2 2025 and held it in 1 quarter. The position peaked at $10.3K in Q2 2025. 450 funds tracked by Wall St. Rank hold PRIM as of Q3 2025.

  • Concord Wealth Partners reported no remaining Primoris Services position as of Q3 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 132 Primoris Services shares in Q3 2025, an estimated $10.3K.
  • Concord Wealth Partners first reported a position in Primoris Services in Q2 2025 and held it in 1 quarter.
  • Concord Wealth Partners's Primoris Services position peaked at $10.3K in Q2 2025.
  • 450 funds tracked by Wall St. Rank held Primoris Services as of Q3 2025.

Based on Concord Wealth Partners's 13F filing for Q3 2025, filed 5 Nov 2025.