EI
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Ethic Inc’s Primoris Services PRIM Stock Holding History

Ethic Inc’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 		$359K Buy
3,619
+258
+8% +$33.9K ﹤0.01% 1057
2026
Q1 		$481K Hold
3,361
– – 0.01% 884
2025
Q4 		$417K Buy
3,361
+198
+6% +$25.9K 0.01% 903
2025
Q3 		$434K Buy
3,163
+131
+4% +$14.1K 0.01% 876
2025
Q2 		$243K Buy
+3,032
New +$205K ﹤0.01% 1053
2025
Q1 		– Sell
-2,742
Closed -$209K – 1209
2024
Q4 		$209K Buy
+2,742
New +$200K ﹤0.01% 1049

Other funds holding PRIM

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return
FDS
Freedom Day Solutions Houston, Texas $452M AUM 24.78% 1-Year Est. Return

Ethic Inc's PRIM Position: Q2 2026 in Review

Ethic Inc increased its Primoris Services (PRIM) stake by 7.7% in Q2 2026, buying an estimated $33.9K and bringing the position to 3,619 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

Ethic Inc first reported a position in PRIM in Q4 2024 and has held it in 6 quarters since. The position peaked at $481K in Q1 2026. 98 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Ethic Inc held 3,619 shares of Primoris Services worth $359K as of Q2 2026.
  • Ethic Inc bought 258 Primoris Services shares in Q2 2026, an estimated $33.9K.
  • Primoris Services made up ﹤0.01% of Ethic Inc's portfolio in Q2 2026, its #1057 holding.
  • Ethic Inc first reported a position in Primoris Services in Q4 2024 and has held it in 6 quarters since.
  • Ethic Inc's Primoris Services position peaked at $481K in Q1 2026.
  • 98 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.