JWCA
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J.W. Cole Advisors’s Primoris Services PRIM Stock Holding History

J.W. Cole 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
Q2 		$1.26M Buy
12,714
+7,569
+147% +$995K 0.02% 679
2026
Q1 		$736K Buy
+5,145
New +$753K 0.02% 436
2025
Q4 		– Sell
-8,689
Closed -$1.19M – 1567
2025
Q3 		$1.19M Buy
+8,689
New +$933K 0.02% 653

Other funds holding PRIM

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

J.W. Cole Advisors's PRIM Position: Q2 2026 in Review

J.W. Cole Advisors increased its Primoris Services (PRIM) stake by 147% in Q2 2026, buying an estimated $995K and bringing the position to 12,714 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #679.

J.W. Cole Advisors first reported a position in PRIM in Q3 2025 and has held it in 3 quarters since. 110 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • J.W. Cole Advisors held 12,714 shares of Primoris Services worth $1.26M as of Q2 2026.
  • J.W. Cole Advisors bought 7,569 Primoris Services shares in Q2 2026, an estimated $995K.
  • Primoris Services made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #679 holding.
  • J.W. Cole Advisors first reported a position in Primoris Services in Q3 2025 and has held it in 3 quarters since.
  • 110 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.