Congress Asset Management’s Primoris Services PRIM Stock Holding History

Congress Asset Management’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	$589K	Sell	5,942 -812,154	-99%	-$107M	﹤0.01%	325
2026 Q1	$117M	Buy	818,096 +2,826	+0.3%	+$414K	0.84%	30
2025 Q4	$101M	Buy	815,270 +19,034	+2%	+$2.49M	0.71%	45
2025 Q3	$109M	Sell	796,236 -69	-0%	-$7.41K	0.73%	47
2025 Q2	$62.1M	Buy	796,305 +30,462	+4%	+$2.06M	0.43%	97
2025 Q1	$44M	Buy	765,843 +126,430	+20%	+$9.14M	0.33%	111
2024 Q4	$48.9M	Buy	+639,413	New	+$46.7M	0.33%	106

Other funds holding PRIM

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

BCM

Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Congress Asset Management's PRIM Position: Q2 2026 in Review

Congress Asset Management reduced its Primoris Services (PRIM) stake by 99% in Q2 2026, selling an estimated $107M and leaving 5,942 shares worth $589K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Congress Asset Management first reported a position in PRIM in Q4 2024 and has held it in 7 quarters since. The position peaked at $117M in Q1 2026. 113 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

Congress Asset Management held 5,942 shares of Primoris Services worth $589K as of Q2 2026.
Congress Asset Management sold 812,154 Primoris Services shares in Q2 2026, an estimated $107M.
Primoris Services made up ﹤0.01% of Congress Asset Management's portfolio in Q2 2026, its #325 holding.
Congress Asset Management first reported a position in Primoris Services in Q4 2024 and has held it in 7 quarters since.
Congress Asset Management's Primoris Services position peaked at $117M in Q1 2026.
113 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.