Jones Financial Companies
PRIM icon

Jones Financial Companies’s Primoris Services PRIM Stock Holding History

Jones Financial Companies’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 		$106K Sell
1,138
-711
-38% -$93.5K ﹤0.01% 2835
2026
Q1 		$265K Buy
1,849
+1,253
+210% +$183K ﹤0.01% 2294
2025
Q4 		$74K Sell
596
-900
-60% -$118K ﹤0.01% 2349
2025
Q3 		$200K Buy
1,496
+277
+23% +$29.7K ﹤0.01% 1783
2025
Q2 		$97.6K Sell
1,219
-168
-12% -$11.4K ﹤0.01% 1948
2025
Q1 		$79.4K Buy
1,387
+267
+24% +$19.3K ﹤0.01% 1873
2024
Q4 		$85.6K Buy
1,120
+86
+8% +$6.28K ﹤0.01% 1674
2024
Q3 		$60K Buy
1,034
+961
+1,316% +$51.3K ﹤0.01% 1575
2024
Q2 		$3.64K Buy
+73
New +$3.61K ﹤0.01% 2020

Other funds holding PRIM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jones Financial Companies's PRIM Position: Q2 2026 in Review

Jones Financial Companies reduced its Primoris Services (PRIM) stake by 38% in Q2 2026, selling an estimated $93.5K and leaving 1,138 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #2835.

Jones Financial Companies first reported a position in PRIM in Q2 2024 and has held it in 9 quarters since. The position peaked at $265K in Q1 2026. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Jones Financial Companies held 1,138 shares of Primoris Services worth $106K as of Q2 2026.
  • Jones Financial Companies sold 711 Primoris Services shares in Q2 2026, an estimated $93.5K.
  • Primoris Services made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2835 holding.
  • Jones Financial Companies first reported a position in Primoris Services in Q2 2024 and has held it in 9 quarters since.
  • Jones Financial Companies's Primoris Services position peaked at $265K in Q1 2026.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.