EWM
PRIM icon

Empirical Wealth Management’s Primoris Services PRIM Stock Holding History

Empirical 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
2026
Q2 		$241K Hold
2,431
– – ﹤0.01% 954
2026
Q1 		$348K Buy
2,431
+787
+48% +$115K 0.01% 733
2025
Q4 		$204K Buy
+1,644
New +$215K ﹤0.01% 861

Other funds holding PRIM

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

Empirical Wealth Management's PRIM Position: Q2 2026 in Review

Empirical Wealth Management held its Primoris Services (PRIM) position steady in Q2 2026 at 2,431 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

Empirical Wealth Management first reported a position in PRIM in Q4 2025 and has held it in 3 quarters since. The position peaked at $348K in Q1 2026. 140 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Empirical Wealth Management held 2,431 shares of Primoris Services worth $241K as of Q2 2026.
  • Empirical Wealth Management left its Primoris Services share count unchanged in Q2 2026.
  • Primoris Services made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #954 holding.
  • Empirical Wealth Management first reported a position in Primoris Services in Q4 2025 and has held it in 3 quarters since.
  • Empirical Wealth Management's Primoris Services position peaked at $348K in Q1 2026.
  • 140 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.