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Larson Financial Group’s Primoris Services PRIM Stock Holding History

Larson Financial Group’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
Q1 		$286 Buy
+2
New +$293 ﹤0.01% 3411
2025
Q3 		– Sell
-20
Closed -$1.56K – 3598
2025
Q2 		$1.56K Hold
20
– – ﹤0.01% 2503
2025
Q1 		$1.15K Buy
+20
New +$1.45K ﹤0.01% 2349

Other funds holding PRIM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Larson Financial Group's PRIM Position: Q1 2026 in Review

Larson Financial Group opened a new position in Primoris Services (PRIM) in Q1 2026: 2 shares worth $286. The stake represents ﹤0.01% of the portfolio and ranks #3411 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in PRIM as recently as Q2 2025.

Larson Financial Group first reported a position in PRIM in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.56K in Q2 2025. 509 funds tracked by Wall St. Rank hold PRIM as of Q1 2026.

  • Larson Financial Group held 2 shares of Primoris Services worth $286 as of Q1 2026.
  • Primoris Services was a new Larson Financial Group position in Q1 2026.
  • Primoris Services made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3411 holding.
  • Larson Financial Group first reported a position in Primoris Services in Q1 2025 and has held it in 3 quarters since.
  • Larson Financial Group's Primoris Services position peaked at $1.56K in Q2 2025.
  • 509 funds tracked by Wall St. Rank held Primoris Services as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.