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Farther Finance Advisors’s Primoris Services PRIM Stock Holding History

Farther Finance Advisors’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 		$206K Sell
2,764
-1,381
-33% -$111K ﹤0.01% 2278
2026
Q2 		$411K Buy
4,145
+1,769
+74% +$233K ﹤0.01% 1704
2026
Q1 		$358K Sell
2,376
-2,361
-50% -$346K ﹤0.01% 1621
2025
Q4 		$588K Buy
4,737
+3,096
+189% +$404K 0.01% 1198
2025
Q3 		$225K Sell
1,641
-380
-19% -$40.8K ﹤0.01% 1543
2025
Q2 		$158K Sell
2,021
-20
-1% -$1.35K ﹤0.01% 1516
2025
Q1 		$118K Buy
2,041
+1,274
+166% +$92.1K ﹤0.01% 1458
2024
Q4 		$58.6K Buy
767
+746
+3,552% +$54.5K ﹤0.01% 1580
2024
Q3 		$1.22K Buy
21
+15
+250% +$800 ﹤0.01% 3173
2024
Q2 		$286 Buy
6
+5
+500% +$247 ﹤0.01% 3411
2024
Q1 		$43 Sell
1
-5
-83% -$185 ﹤0.01% 3474
2023
Q4 		$199 Sell
6
-36
-86% -$1.12K ﹤0.01% 3226
2023
Q3 		$1.38K Hold
42
– – ﹤0.01% 1986
2023
Q2 		$1.28K Hold
42
– – ﹤0.01% 1899
2023
Q1 		$1.04K Sell
42
-33
-44% -$834 ﹤0.01% 1834
2022
Q4 		$1.65K Buy
+75
New +$1.52K ﹤0.01% 1518

Other funds holding PRIM

HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
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
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Farther Finance Advisors's PRIM Position: Q3 2026 in Review

Farther Finance Advisors reduced its Primoris Services (PRIM) stake by 33% in Q3 2026, selling an estimated $111K and leaving 2,764 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #2278.

Farther Finance Advisors first reported a position in PRIM in Q4 2022 and has held it in 16 quarters since. The position peaked at $588K in Q4 2025. 14 funds tracked by Wall St. Rank hold PRIM as of Q3 2026.

  • Farther Finance Advisors held 2,764 shares of Primoris Services worth $206K as of Q3 2026.
  • Farther Finance Advisors sold 1,381 Primoris Services shares in Q3 2026, an estimated $111K.
  • Primoris Services made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2278 holding.
  • Farther Finance Advisors first reported a position in Primoris Services in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Primoris Services position peaked at $588K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Primoris Services as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.