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Matrix Trust Company’s Primoris Services PRIM Stock Holding History

Matrix Trust Company’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
-161
Closed -$23K – 161
2026
Q1 		$23K Buy
161
+13
+9% +$1.9K ﹤0.01% 109
2025
Q4 		$18K Buy
148
+2
+1% +$261 ﹤0.01% 164
2025
Q3 		$20K Sell
146
-31
-18% -$3.33K ﹤0.01% 184
2025
Q2 		$14K Sell
177
-7
-4% -$474 ﹤0.01% 237
2025
Q1 		$11K Buy
+184
New +$13.3K ﹤0.01% 247

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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Matrix Trust Company's PRIM Position: Q2 2026 in Review

Matrix Trust Company sold out of Primoris Services (PRIM) in Q2 2026, closing a stake of 161 shares — an estimated $23K sold.

Matrix Trust Company first reported a position in PRIM in Q1 2025 and held it in 5 quarters. The position peaked at $23K in Q1 2026. 38 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Matrix Trust Company reported no remaining Primoris Services position as of Q2 2026 after selling out during the quarter.
  • Matrix Trust Company sold 161 Primoris Services shares in Q2 2026, an estimated $23K.
  • Matrix Trust Company first reported a position in Primoris Services in Q1 2025 and held it in 5 quarters.
  • Matrix Trust Company's Primoris Services position peaked at $23K in Q1 2026.
  • 38 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Matrix Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.