MSFP
PRIM icon

Mark Sheptoff Financial Planning’s Primoris Services PRIM Stock Holding History

Mark Sheptoff Financial Planning’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
-26
Closed -$2.03K – 529
2025
Q2 		$2.03K Buy
+26
New +$1.76K ﹤0.01% 472

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

Mark Sheptoff Financial Planning's PRIM Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of Primoris Services (PRIM) in Q3 2025, closing a stake of 26 shares — an estimated $2.03K sold.

Mark Sheptoff Financial Planning first reported a position in PRIM in Q2 2025 and held it in 1 quarter. The position peaked at $2.03K in Q2 2025. 450 funds tracked by Wall St. Rank hold PRIM as of Q3 2025.

  • Mark Sheptoff Financial Planning reported no remaining Primoris Services position as of Q3 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 26 Primoris Services shares in Q3 2025, an estimated $2.03K.
  • Mark Sheptoff Financial Planning first reported a position in Primoris Services in Q2 2025 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Primoris Services position peaked at $2.03K in Q2 2025.
  • 450 funds tracked by Wall St. Rank held Primoris Services as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.