CWM
PRIM icon

Congress Wealth Management’s Primoris Services PRIM Stock Holding History

Congress Wealth 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
2025
Q2 		$7.14M Buy
91,649
+2,474
+3% +$168K 0.07% 316
2025
Q1 		$5.12M Buy
89,175
+16,136
+22% +$1.17M 0.06% 327
2024
Q4 		$5.58M Buy
+73,039
New +$5.34M 0.08% 273

Other funds holding PRIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Congress Wealth Management's PRIM Position: Q2 2025 in Review

Congress Wealth Management increased its Primoris Services (PRIM) stake by 2.8% in Q2 2025, buying an estimated $168K and bringing the position to 91,649 shares worth $7.14M. The position accounts for 0.07% of the portfolio, ranked #316.

Congress Wealth Management first reported a position in PRIM in Q4 2024 and has held it in 3 quarters since. 387 funds tracked by Wall St. Rank hold PRIM as of Q2 2025.

  • Congress Wealth Management held 91,649 shares of Primoris Services worth $7.14M as of Q2 2025.
  • Congress Wealth Management bought 2,474 Primoris Services shares in Q2 2025, an estimated $168K.
  • Primoris Services made up 0.07% of Congress Wealth Management's portfolio in Q2 2025, its #316 holding.
  • Congress Wealth Management first reported a position in Primoris Services in Q4 2024 and has held it in 3 quarters since.
  • 387 funds tracked by Wall St. Rank held Primoris Services as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.