Financial Consulate’s Primoris Services PRIM Stock Holding History

Financial Consulate’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	$373	Buy	+5	New	+$403	﹤0.01%	1531

Other funds holding PRIM

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

A.D. Beadell Investment Counsel Mequon, Wisconsin $151M AUM 13.87% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

RIA

RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return

Freedom Day Solutions Houston, Texas $455M AUM 16.82% 1-Year Est. Return

West Tower Group Richmond, Virginia $27M AUM 33.41% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return

Financial Consulate's PRIM Position: Q3 2026 in Review

Financial Consulate opened a new position in Primoris Services (PRIM) in Q3 2026: 5 shares worth $373. The stake represents ﹤0.01% of the portfolio and ranks #1531 among its holdings.

67 funds tracked by Wall St. Rank hold PRIM as of Q3 2026.

Financial Consulate held 5 shares of Primoris Services worth $373 as of Q3 2026.
Primoris Services was a new Financial Consulate position in Q3 2026.
Primoris Services made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1531 holding.
67 funds tracked by Wall St. Rank held Primoris Services as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.