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IEQ Capital’s Primoris Services PRIM Stock Holding History

IEQ Capital’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
2025
Q3 		– Sell
-10,866
Closed -$847K – 2025
2025
Q2 		$847K Buy
10,866
+1,788
+20% +$121K 0.01% 916
2025
Q1 		$521K Buy
9,078
+5,979
+193% +$432K ﹤0.01% 962
2024
Q4 		$237K Buy
+3,099
New +$226K ﹤0.01% 1124

Other funds holding PRIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

IEQ Capital's PRIM Position: Q3 2025 in Review

IEQ Capital sold out of Primoris Services (PRIM) in Q3 2025, closing a stake of 10,866 shares — an estimated $847K sold.

IEQ Capital first reported a position in PRIM in Q4 2024 and held it in 3 quarters. The position peaked at $847K in Q2 2025. 450 funds tracked by Wall St. Rank hold PRIM as of Q3 2025.

  • IEQ Capital reported no remaining Primoris Services position as of Q3 2025 after selling out during the quarter.
  • IEQ Capital sold 10,866 Primoris Services shares in Q3 2025, an estimated $847K.
  • IEQ Capital first reported a position in Primoris Services in Q4 2024 and held it in 3 quarters.
  • IEQ Capital's Primoris Services position peaked at $847K in Q2 2025.
  • 450 funds tracked by Wall St. Rank held Primoris Services as of Q3 2025.

Based on IEQ Capital's 13F filing for Q3 2025, filed 14 Nov 2025.