Lindbrook Capital’s Primoris Services PRIM Stock Holding History

Lindbrook Capital’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 Q1	$5.17K	Buy	90 +10	+13%	+$723	﹤0.01%	1939
2024 Q4	$6.11K	Hold	80	–	–	﹤0.01%	1893
2024 Q3	$4.65K	Sell	80 -14	-15%	-$747	﹤0.01%	2041
2024 Q2	$4.69K	Buy	94 +51	+119%	+$2.52K	﹤0.01%	2026
2024 Q1	$1.83K	Hold	43	–	–	﹤0.01%	2272
2023 Q4	$1.43K	Buy	+43	New	+$1.34K	﹤0.01%	2376
2023 Q1	–	Sell	-10	Closed	-$219	–	2884
2022 Q4	$219	Buy	+10	New	+$202	﹤0.01%	2718
2022 Q3	–	Sell	-90	Closed	-$1.88K	–	2854
2022 Q2	$2K	Buy	90 +55	+157%	+$1.32K	﹤0.01%	2032
2022 Q1	$1K	Buy	+35	New	+$901	﹤0.01%	2329

Other funds holding PRIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Lindbrook Capital's PRIM Position: Q1 2025 in Review

Lindbrook Capital increased its Primoris Services (PRIM) stake by 13% in Q1 2025, buying an estimated $723 and bringing the position to 90 shares worth $5.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1939.

Lindbrook Capital first reported a position in PRIM in Q1 2022 and has held it in 9 quarters since. The position peaked at $6.11K in Q4 2024. 370 funds tracked by Wall St. Rank hold PRIM as of Q1 2025.

Lindbrook Capital held 90 shares of Primoris Services worth $5.17K as of Q1 2025.
Lindbrook Capital bought 10 Primoris Services shares in Q1 2025, an estimated $723.
Primoris Services made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1939 holding.
Lindbrook Capital first reported a position in Primoris Services in Q1 2022 and has held it in 9 quarters since.
Lindbrook Capital's Primoris Services position peaked at $6.11K in Q4 2024.
370 funds tracked by Wall St. Rank held Primoris Services as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.