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Crown Advisors Management’s Primoris Services PRIM Stock Holding History

Crown Advisors 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
Q4 		– Sell
-15,000
Closed -$2.06M – 41
2025
Q3 		$2.06M Buy
+15,000
New +$1.61M 1.38% 25

Other funds holding PRIM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Crown Advisors Management's PRIM Position: Q4 2025 in Review

Crown Advisors Management sold out of Primoris Services (PRIM) in Q4 2025, closing a stake of 15,000 shares — an estimated $2.06M sold.

Crown Advisors Management first reported a position in PRIM in Q3 2025 and held it in 1 quarter. The position peaked at $2.06M in Q3 2025. 481 funds tracked by Wall St. Rank hold PRIM as of Q4 2025.

  • Crown Advisors Management reported no remaining Primoris Services position as of Q4 2025 after selling out during the quarter.
  • Crown Advisors Management sold 15,000 Primoris Services shares in Q4 2025, an estimated $2.06M.
  • Crown Advisors Management first reported a position in Primoris Services in Q3 2025 and held it in 1 quarter.
  • Crown Advisors Management's Primoris Services position peaked at $2.06M in Q3 2025.
  • 481 funds tracked by Wall St. Rank held Primoris Services as of Q4 2025.

Based on Crown Advisors Management's 13F filing for Q4 2025, filed 28 Jan 2026.