Heartland Advisors’s Primoris Services PRIM Stock Holding History

Heartland 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 Q1	$8.58M	Hold	60,000	–	–	0.44%	90
2025 Q4	$7.45M	Sell	60,000 -30,000	-33%	-$3.92M	0.4%	100
2025 Q3	$12.4M	Sell	90,000 -10,000	-10%	-$1.07M	0.65%	54
2025 Q2	$7.79M	Hold	100,000	–	–	0.43%	94
2025 Q1	$5.74M	Sell	100,000 -100,000	-50%	-$7.23M	0.33%	130
2024 Q4	$15.3M	Hold	200,000	–	–	0.83%	33
2024 Q3	$11.6M	Hold	200,000	–	–	0.61%	60
2024 Q2	$9.98M	Hold	200,000	–	–	0.56%	67
2024 Q1	$8.51M	Buy	200,000 +25,000	+14%	+$923K	0.45%	92
2023 Q4	$5.81M	Buy	175,000 +50,000	+40%	+$1.56M	0.3%	124
2023 Q3	$4.09M	Buy	+125,000	New	+$4.09M	0.23%	144

Other funds holding PRIM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return