LA
PRIM icon

Legacy Advisors’s Primoris Services PRIM Stock Holding History

Legacy Advisors’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 		– Sell
-1,564
Closed -$224K – 344
2026
Q1 		$224K Buy
+1,564
New +$229K 0.03% 257
2025
Q4 		– Sell
-1,566
Closed -$215K – 290
2025
Q3 		$215K Buy
+1,566
New +$168K 0.03% 235

Other funds holding PRIM

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return
FDS
Freedom Day Solutions Houston, Texas $452M AUM 24.78% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Legacy Advisors's PRIM Position: Q2 2026 in Review

Legacy Advisors sold out of Primoris Services (PRIM) in Q2 2026, closing a stake of 1,564 shares — an estimated $224K sold.

Legacy Advisors first reported a position in PRIM in Q3 2025 and held it in 2 quarters. The position peaked at $224K in Q1 2026. 73 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Legacy Advisors reported no remaining Primoris Services position as of Q2 2026 after selling out during the quarter.
  • Legacy Advisors sold 1,564 Primoris Services shares in Q2 2026, an estimated $224K.
  • Legacy Advisors first reported a position in Primoris Services in Q3 2025 and held it in 2 quarters.
  • Legacy Advisors's Primoris Services position peaked at $224K in Q1 2026.
  • 73 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.