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Newbridge Financial Services Group’s Primoris Services PRIM Stock Holding History

Newbridge Financial Services 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
2025
Q4 		– Sell
-98
Closed -$13.5K – 1384
2025
Q3 		$13.5K Sell
98
-7
-7% -$752 ﹤0.01% 839
2025
Q2 		$8.15K Buy
+105
New +$7.12K ﹤0.01% 938

Other funds holding PRIM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Newbridge Financial Services Group's PRIM Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Primoris Services (PRIM) in Q4 2025, closing a stake of 98 shares — an estimated $13.5K sold.

Newbridge Financial Services Group first reported a position in PRIM in Q2 2025 and held it in 2 quarters. The position peaked at $13.5K in Q3 2025. 483 funds tracked by Wall St. Rank hold PRIM as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining Primoris Services position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 98 Primoris Services shares in Q4 2025, an estimated $13.5K.
  • Newbridge Financial Services Group first reported a position in Primoris Services in Q2 2025 and held it in 2 quarters.
  • Newbridge Financial Services Group's Primoris Services position peaked at $13.5K in Q3 2025.
  • 483 funds tracked by Wall St. Rank held Primoris Services as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.