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Keating Financial Advisory Services’s Primoris Services PRIM Stock Holding History

Keating Financial Advisory Services’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 		$14.6K Hold
147
– – ﹤0.01% 1105
2026
Q1 		$21K Buy
147
+50
+52% +$7.32K ﹤0.01% 870
2025
Q4 		$12K Buy
+97
New +$12.7K ﹤0.01% 1033

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

Keating Financial Advisory Services's PRIM Position: Q2 2026 in Review

Keating Financial Advisory Services held its Primoris Services (PRIM) position steady in Q2 2026 at 147 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

Keating Financial Advisory Services first reported a position in PRIM in Q4 2025 and has held it in 3 quarters since. The position peaked at $21K in Q1 2026. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Keating Financial Advisory Services held 147 shares of Primoris Services worth $14.6K as of Q2 2026.
  • Keating Financial Advisory Services left its Primoris Services share count unchanged in Q2 2026.
  • Primoris Services made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1105 holding.
  • Keating Financial Advisory Services first reported a position in Primoris Services in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's Primoris Services position peaked at $21K in Q1 2026.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.