Freedom Day Solutions’s Primoris Services PRIM Stock Holding History

Freedom Day Solutions’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	$2.17M	Sell	29,074 -2,780	-9%	-$224K	0.48%	57
2026 Q2	$3.16M	Sell	31,854 -938	-3%	-$123K	0.7%	39
2026 Q1	$4.69M	Sell	32,792 -3,124	-9%	-$457K	1.26%	16
2025 Q4	$4.46M	Sell	35,916 -2,010	-5%	-$262K	1.21%	15
2025 Q3	$5.21M	Sell	37,926 -1,144	-3%	-$123K	1.41%	12
2025 Q2	$3.05M	Sell	39,070 -964	-2%	-$65.3K	0.9%	32
2025 Q1	$2.3M	Sell	40,034 -5,456	-12%	-$395K	0.7%	47
2024 Q4	$3.48M	Sell	45,490 -2,050	-4%	-$150K	1.04%	21
2024 Q3	$2.76M	Hold	47,540	–	–	0.86%	31
2024 Q2	$2.37M	Buy	47,540 +1,745	+4%	+$86.3K	0.8%	38
2024 Q1	$1.95M	Buy	45,795 +25,750	+128%	+$950K	0.69%	51
2023 Q4	$666K	Buy	+20,045	New	+$625K	0.26%	71

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

ADBIC

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

WTG

West Tower Group Richmond, Virginia $27M AUM 33.41% 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

AMI Asset Management Los Angeles, California $1.74B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

HWM

Horizons Wealth Management Asheville, North Carolina $160M AUM

Freedom Day Solutions's PRIM Position: Q3 2026 in Review

Freedom Day Solutions reduced its Primoris Services (PRIM) stake by 8.7% in Q3 2026, selling an estimated $224K and leaving 29,074 shares worth $2.17M. The position accounts for 0.48% of the portfolio, ranked #57.

Freedom Day Solutions first reported a position in PRIM in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.21M in Q3 2025. 43 funds tracked by Wall St. Rank hold PRIM as of Q3 2026.

Freedom Day Solutions held 29,074 shares of Primoris Services worth $2.17M as of Q3 2026.
Freedom Day Solutions sold 2,780 Primoris Services shares in Q3 2026, an estimated $224K.
Primoris Services made up 0.48% of Freedom Day Solutions's portfolio in Q3 2026, its #57 holding.
Freedom Day Solutions first reported a position in Primoris Services in Q4 2023 and has held it in 12 quarters since.
Freedom Day Solutions's Primoris Services position peaked at $5.21M in Q3 2025.
43 funds tracked by Wall St. Rank held Primoris Services as of Q3 2026.

Based on Freedom Day Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.