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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
Q3 		– Sell
-5,942
Closed -$589K – 418
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

HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Congress Asset Management's PRIM Position: Q3 2026 in Review

Congress Asset Management sold out of Primoris Services (PRIM) in Q3 2026, closing a stake of 5,942 shares — an estimated $589K sold.

Congress Asset Management first reported a position in PRIM in Q4 2024 and held it in 7 quarters. The position peaked at $117M in Q1 2026. 14 funds tracked by Wall St. Rank hold PRIM as of Q3 2026.

  • Congress Asset Management reported no remaining Primoris Services position as of Q3 2026 after selling out during the quarter.
  • Congress Asset Management sold 5,942 Primoris Services shares in Q3 2026, an estimated $589K.
  • Congress Asset Management first reported a position in Primoris Services in Q4 2024 and held it in 7 quarters.
  • Congress Asset Management's Primoris Services position peaked at $117M in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Primoris Services as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.