Corient Private Wealth
PRIM icon

Corient Private Wealth’s Primoris Services PRIM Stock Holding History

Corient Private Wealth’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
Q1 		$1.96M Buy
17,077
+8,013
+88% +$1.17M ﹤0.01% 1279
2025
Q4 		$1.13M Buy
9,064
+4,257
+89% +$556K ﹤0.01% 1821
2025
Q3 		$660K Buy
+4,807
New +$516K ﹤0.01% 1646

Other funds holding PRIM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Corient Private Wealth's PRIM Position: Q1 2026 in Review

Corient Private Wealth increased its Primoris Services (PRIM) stake by 88% in Q1 2026, buying an estimated $1.17M and bringing the position to 17,077 shares worth $1.96M. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Corient Private Wealth first reported a position in PRIM in Q3 2025 and has held it in 3 quarters since. 508 funds tracked by Wall St. Rank hold PRIM as of Q1 2026.

  • Corient Private Wealth held 17,077 shares of Primoris Services worth $1.96M as of Q1 2026.
  • Corient Private Wealth bought 8,013 Primoris Services shares in Q1 2026, an estimated $1.17M.
  • Primoris Services made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1279 holding.
  • Corient Private Wealth first reported a position in Primoris Services in Q3 2025 and has held it in 3 quarters since.
  • 508 funds tracked by Wall St. Rank held Primoris Services as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.