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Essential Partners’s Primoris Services PRIM Stock Holding History

Essential Partners’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
-33
Closed -$3.27K – 2969
2026
Q2 		$3.27K Sell
33
-347
-91% -$45.6K ﹤0.01% 1749
2026
Q1 		$54.4K Hold
380
– – 0.02% 581
2025
Q4 		$47.2K Sell
380
-21
-5% -$2.74K 0.01% 622
2025
Q3 		$55.1K Buy
401
+65
+19% +$6.98K 0.02% 575
2025
Q2 		$26.2K Buy
+336
New +$22.8K 0.01% 599

Other funds holding PRIM

ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $151M AUM 13.87% 1-Year Est. Return
WTG
West Tower Group Richmond, Virginia $27M AUM 33.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
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

Essential Partners's PRIM Position: Q3 2026 in Review

Essential Partners sold out of Primoris Services (PRIM) in Q3 2026, closing a stake of 33 shares — an estimated $3.27K sold.

Essential Partners first reported a position in PRIM in Q2 2025 and held it in 5 quarters. The position peaked at $55.1K in Q3 2025. 19 funds tracked by Wall St. Rank hold PRIM as of Q3 2026.

  • Essential Partners reported no remaining Primoris Services position as of Q3 2026 after selling out during the quarter.
  • Essential Partners sold 33 Primoris Services shares in Q3 2026, an estimated $3.27K.
  • Essential Partners first reported a position in Primoris Services in Q2 2025 and held it in 5 quarters.
  • Essential Partners's Primoris Services position peaked at $55.1K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held Primoris Services as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.