JFS Wealth Advisors’s Primoris Services PRIM Stock Holding History

JFS Wealth 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	$4.17K	Hold	42	–	–	﹤0.01%	1349
2026 Q1	$6.01K	Buy	42 +3	+8%	+$439	﹤0.01%	1129
2025 Q4	$4.84K	Buy	39 +13	+50%	+$1.7K	﹤0.01%	1250
2025 Q3	$3.57K	Buy	26 +2	+8%	+$215	﹤0.01%	1245
2025 Q2	$1.87K	Buy	24 +19	+380%	+$1.29K	﹤0.01%	1406
2025 Q1	$288	Sell	5 -16	-76%	-$1.16K	﹤0.01%	1819
2024 Q4	$1.6K	Buy	+21	New	+$1.53K	﹤0.01%	1553
2022 Q4	–	Sell	-10	Closed	–	–	1987
2022 Q3	$0	Buy	10 +1	+11%	+$21	﹤0.01%	1882
2022 Q2	$0	Buy	9 +2	+29%	+$48	﹤0.01%	1895
2022 Q1	$0	Buy	7 +5	+250%	+$129	﹤0.01%	1933
2021 Q4	$0	Buy	+2	New	+$51	﹤0.01%	1842

Other funds holding PRIM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JFS Wealth Advisors's PRIM Position: Q2 2026 in Review

JFS Wealth Advisors held its Primoris Services (PRIM) position steady in Q2 2026 at 42 shares worth $4.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1349.

JFS Wealth Advisors first reported a position in PRIM in Q4 2021 and has held it in 11 quarters since. The position peaked at $6.01K in Q1 2026. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

JFS Wealth Advisors held 42 shares of Primoris Services worth $4.17K as of Q2 2026.
JFS Wealth Advisors left its Primoris Services share count unchanged in Q2 2026.
Primoris Services made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1349 holding.
JFS Wealth Advisors first reported a position in Primoris Services in Q4 2021 and has held it in 11 quarters since.
JFS Wealth Advisors's Primoris Services position peaked at $6.01K in Q1 2026.
449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.