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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Primoris Services PRIM Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, 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 		$283K Sell
2,857
-3,426
-55% -$450K 0.08% 150
2026
Q1 		$899K Sell
6,283
-1,717
-21% -$251K 0.27% 55
2025
Q4 		$993K Buy
+8,000
New +$1.04M 0.29% 50

Other funds holding PRIM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RBI
Raiffeisen Bank International Vienna, Austria $8.53B AUM 46.94% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s PRIM Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its Primoris Services (PRIM) stake by 55% in Q2 2026, selling an estimated $450K and leaving 2,857 shares worth $283K. The position accounts for 0.08% of the portfolio, ranked #150.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in PRIM in Q4 2025 and has held it in 3 quarters since. The position peaked at $993K in Q4 2025. 181 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 2,857 shares of Primoris Services worth $283K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 3,426 Primoris Services shares in Q2 2026, an estimated $450K.
  • Primoris Services made up 0.08% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #150 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Primoris Services in Q4 2025 and has held it in 3 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Primoris Services position peaked at $993K in Q4 2025.
  • 181 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.