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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
Q2 		$198 Hold
2
– – ﹤0.01% 3605
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 $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

Larson Financial Group's PRIM Position: Q2 2026 in Review

Larson Financial Group held its Primoris Services (PRIM) position steady in Q2 2026 at 2 shares worth $198. The position accounts for ﹤0.01% of the portfolio, ranked #3605.

Larson Financial Group first reported a position in PRIM in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.56K in Q2 2025. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Larson Financial Group held 2 shares of Primoris Services worth $198 as of Q2 2026.
  • Larson Financial Group left its Primoris Services share count unchanged in Q2 2026.
  • Primoris Services made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3605 holding.
  • Larson Financial Group first reported a position in Primoris Services in Q1 2025 and has held it in 4 quarters since.
  • Larson Financial Group's Primoris Services position peaked at $1.56K in Q2 2025.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

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