GFA
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Godfrey Financial Associates’s Primoris Services PRIM Stock Holding History

Godfrey Financial Associates’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 		$396 Sell
4
-1
-20% -$131 ﹤0.01% 926
2026
Q1 		$715 Hold
5
– – ﹤0.01% 828
2025
Q4 		$621 Buy
+5
New +$653 ﹤0.01% 821

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 $3.38T AUM 44.17% 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

Godfrey Financial Associates's PRIM Position: Q2 2026 in Review

Godfrey Financial Associates reduced its Primoris Services (PRIM) stake by 20% in Q2 2026, selling an estimated $131 and leaving 4 shares worth $396. The position accounts for ﹤0.01% of the portfolio, ranked #926.

Godfrey Financial Associates first reported a position in PRIM in Q4 2025 and has held it in 3 quarters since. The position peaked at $715 in Q1 2026. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Godfrey Financial Associates held 4 shares of Primoris Services worth $396 as of Q2 2026.
  • Godfrey Financial Associates sold 1 Primoris Services share in Q2 2026, an estimated $131.
  • Primoris Services made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #926 holding.
  • Godfrey Financial Associates first reported a position in Primoris Services in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's Primoris Services position peaked at $715 in Q1 2026.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.