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Johnson Financial Group Inc (Wisconsin)’s Primoris Services PRIM Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q1 		– Sell
-87
Closed -$6.68K – 924
2024
Q4 		$6.68K Sell
87
-54
-38% -$3.94K ﹤0.01% 691
2024
Q3 		$8.2K Buy
+141
New +$7.52K ﹤0.01% 711

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Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s PRIM Position: Q1 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Primoris Services (PRIM) in Q1 2025, closing a stake of 87 shares — an estimated $6.68K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in PRIM in Q3 2024 and held it in 2 quarters. The position peaked at $8.2K in Q3 2024. 371 funds tracked by Wall St. Rank hold PRIM as of Q1 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Primoris Services position as of Q1 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 87 Primoris Services shares in Q1 2025, an estimated $6.68K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Primoris Services in Q3 2024 and held it in 2 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Primoris Services position peaked at $8.2K in Q3 2024.
  • 371 funds tracked by Wall St. Rank held Primoris Services as of Q1 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2025, filed 15 May 2025.