Parallel Advisors’s Primoris Services PRIM Stock Holding History

Parallel 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 Q1	$12K	Buy	84 +33	+65%	+$4.83K	﹤0.01%	2677
2025 Q4	$6.33K	Buy	51 +8	+19%	+$1.04K	﹤0.01%	2770
2025 Q3	$5.91K	Sell	43 -500	-92%	-$53.7K	﹤0.01%	2718
2025 Q2	$42.3K	Buy	543 +535	+6,688%	+$36.3K	﹤0.01%	1819
2025 Q1	$459	Sell	8 -20	-71%	-$1.45K	﹤0.01%	3248
2024 Q4	$2.14K	Buy	+28	New	+$2.04K	﹤0.01%	2950
2023 Q4	–	Sell	-49	Closed	-$1.63K	–	3452
2023 Q3	$1.63K	Hold	49	–	–	﹤0.01%	2876
2023 Q2	$1.51K	Hold	49	–	–	﹤0.01%	2834
2023 Q1	$1.22K	Hold	49	–	–	﹤0.01%	2908
2022 Q4	$1.09K	Buy	49 +18	+58%	+$364	﹤0.01%	2880
2022 Q3	$1K	Hold	31	–	–	﹤0.01%	2995
2022 Q2	$1K	Hold	31	–	–	﹤0.01%	2838
2022 Q1	$1K	Hold	31	–	–	﹤0.01%	2813
2021 Q4	$1K	Hold	31	–	–	﹤0.01%	2938
2021 Q3	$1K	Hold	31	–	–	﹤0.01%	2933
2021 Q2	$1K	Hold	31	–	–	﹤0.01%	2802
2021 Q1	$1K	Buy	+31	New	+$1.02K	﹤0.01%	2675
2017 Q1	–	Sell	-238	Closed	-$5K	–	2069
2016 Q4	$5K	Buy	+238	New	+$5.23K	﹤0.01%	1376

Other funds holding PRIM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Dimensional Fund Advisors

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