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Fiduciary Trust’s Primoris Services PRIM Stock Holding History

Fiduciary Trust’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 		– Sell
-4,733
Closed -$677K – 920
2026
Q1 		$677K Sell
4,733
-315
-6% -$46.1K 0.01% 500
2025
Q4 		$627K Sell
5,048
-1,812
-26% -$237K 0.01% 503
2025
Q3 		$942K Buy
6,860
+46
+0.7% +$4.94K 0.01% 423
2025
Q2 		$531K Sell
6,814
-1,330
-16% -$90.1K 0.01% 526
2025
Q1 		$468K Buy
8,144
+5,290
+185% +$383K 0.01% 535
2024
Q4 		$218K Buy
+2,854
New +$208K ﹤0.01% 642

Other funds holding PRIM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fiduciary Trust's PRIM Position: Q2 2026 in Review

Fiduciary Trust sold out of Primoris Services (PRIM) in Q2 2026, closing a stake of 4,733 shares — an estimated $677K sold.

Fiduciary Trust first reported a position in PRIM in Q4 2024 and held it in 6 quarters. The position peaked at $942K in Q3 2025. 450 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Fiduciary Trust reported no remaining Primoris Services position as of Q2 2026 after selling out during the quarter.
  • Fiduciary Trust sold 4,733 Primoris Services shares in Q2 2026, an estimated $677K.
  • Fiduciary Trust first reported a position in Primoris Services in Q4 2024 and held it in 6 quarters.
  • Fiduciary Trust's Primoris Services position peaked at $942K in Q3 2025.
  • 450 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.