Fortis Group Advisors
PRIM icon

Fortis Group Advisors’s Primoris Services PRIM Stock Holding History

Fortis Group 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 		$221K Buy
3,039
+667
+28% +$53.8K 0.04% 235
2026
Q2 		$235K Buy
+2,372
New +$312K 0.04% 246

Other funds holding PRIM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
J.V. Bruni & Co
J.V. Bruni & Co Colorado Springs, Colorado $1.06B AUM 24.12% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Fortis Group Advisors's PRIM Position: Q3 2026 in Review

Fortis Group Advisors increased its Primoris Services (PRIM) stake by 28% in Q3 2026, buying an estimated $53.8K and bringing the position to 3,039 shares worth $221K. The position accounts for 0.04% of the portfolio, ranked #235.

Fortis Group Advisors first reported a position in PRIM in Q2 2026 and has held it in 2 quarters since. The position peaked at $235K in Q2 2026. 172 funds tracked by Wall St. Rank hold PRIM as of Q3 2026.

  • Fortis Group Advisors held 3,039 shares of Primoris Services worth $221K as of Q3 2026.
  • Fortis Group Advisors bought 667 Primoris Services shares in Q3 2026, an estimated $53.8K.
  • Primoris Services made up 0.04% of Fortis Group Advisors's portfolio in Q3 2026, its #235 holding.
  • Fortis Group Advisors first reported a position in Primoris Services in Q2 2026 and has held it in 2 quarters since.
  • Fortis Group Advisors's Primoris Services position peaked at $235K in Q2 2026.
  • 172 funds tracked by Wall St. Rank held Primoris Services as of Q3 2026.

Based on Fortis Group Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.