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Great Valley Advisor Group’s Primoris Services PRIM Stock Holding History

Great Valley Advisor Group’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
Q1 		$223K Buy
+1,557
New +$228K ﹤0.01% 919
2025
Q4 		– Sell
-2,237
Closed -$307K – 978
2025
Q3 		$307K Buy
+2,237
New +$240K 0.01% 767

Other funds holding PRIM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Great Valley Advisor Group's PRIM Position: Q1 2026 in Review

Great Valley Advisor Group opened a new position in Primoris Services (PRIM) in Q1 2026: 1,557 shares worth $223K. The stake represents ﹤0.01% of the portfolio and ranks #919 among its holdings. This is a return to the name: Great Valley Advisor Group previously reported a position in PRIM as recently as Q3 2025.

Great Valley Advisor Group first reported a position in PRIM in Q3 2025 and has held it in 2 quarters since. The position peaked at $307K in Q3 2025. 508 funds tracked by Wall St. Rank hold PRIM as of Q1 2026.

  • Great Valley Advisor Group held 1,557 shares of Primoris Services worth $223K as of Q1 2026.
  • Primoris Services was a new Great Valley Advisor Group position in Q1 2026.
  • Primoris Services made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #919 holding.
  • Great Valley Advisor Group first reported a position in Primoris Services in Q3 2025 and has held it in 2 quarters since.
  • Great Valley Advisor Group's Primoris Services position peaked at $307K in Q3 2025.
  • 508 funds tracked by Wall St. Rank held Primoris Services as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.