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Kestra Investment Management’s Primoris Services PRIM Stock Holding History

Kestra Investment Management’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
Q3 		– Sell
-277
Closed -$21.6K – 865
2025
Q2 		$21.6K Buy
+277
New +$18.8K ﹤0.01% 635

Other funds holding PRIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Kestra Investment Management's PRIM Position: Q3 2025 in Review

Kestra Investment Management sold out of Primoris Services (PRIM) in Q3 2025, closing a stake of 277 shares — an estimated $21.6K sold.

Kestra Investment Management first reported a position in PRIM in Q2 2025 and held it in 1 quarter. The position peaked at $21.6K in Q2 2025. 450 funds tracked by Wall St. Rank hold PRIM as of Q3 2025.

  • Kestra Investment Management reported no remaining Primoris Services position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 277 Primoris Services shares in Q3 2025, an estimated $21.6K.
  • Kestra Investment Management first reported a position in Primoris Services in Q2 2025 and held it in 1 quarter.
  • Kestra Investment Management's Primoris Services position peaked at $21.6K in Q2 2025.
  • 450 funds tracked by Wall St. Rank held Primoris Services as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.