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Parkside Financial Bank & Trust’s Primoris Services PRIM Stock Holding History

Parkside Financial Bank & Trust’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 		$136K Sell
1,368
-141
-9% -$18.5K 0.01% 629
2026
Q1 		$216K Sell
1,509
-410
-21% -$60K 0.02% 435
2025
Q4 		$238K Sell
1,919
-337
-15% -$44K 0.02% 412
2025
Q3 		$310K Buy
2,256
+196
+10% +$21K 0.02% 341
2025
Q2 		$161K Buy
2,060
+289
+16% +$19.6K 0.02% 488
2025
Q1 		$102K Buy
1,771
+94
+6% +$6.8K 0.01% 580
2024
Q4 		$128K Hold
1,677
– – 0.02% 495
2024
Q3 		$97.4K Buy
1,677
+63
+4% +$3.36K 0.01% 555
2024
Q2 		$80.5K Buy
1,614
+83
+5% +$4.11K 0.01% 575
2024
Q1 		$65.2K Buy
1,531
+419
+38% +$15.5K 0.01% 664
2023
Q4 		$36.9K Buy
1,112
+92
+9% +$2.87K 0.01% 789
2023
Q3 		$33.4K Buy
1,020
+282
+38% +$9.22K 0.01% 748
2023
Q2 		$22.5K Buy
738
+692
+1,504% +$18.5K 0.01% 848
2023
Q1 		$1.13K Hold
46
– – ﹤0.01% 1826
2022
Q4 		$1.01K Buy
+46
New +$930 ﹤0.01% 1839

Other funds holding PRIM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Parkside Financial Bank & Trust's PRIM Position: Q2 2026 in Review

Parkside Financial Bank & Trust reduced its Primoris Services (PRIM) stake by 9.3% in Q2 2026, selling an estimated $18.5K and leaving 1,368 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #629.

Parkside Financial Bank & Trust first reported a position in PRIM in Q4 2022 and has held it in 15 quarters since. The position peaked at $310K in Q3 2025. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Parkside Financial Bank & Trust held 1,368 shares of Primoris Services worth $136K as of Q2 2026.
  • Parkside Financial Bank & Trust sold 141 Primoris Services shares in Q2 2026, an estimated $18.5K.
  • Primoris Services made up 0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #629 holding.
  • Parkside Financial Bank & Trust first reported a position in Primoris Services in Q4 2022 and has held it in 15 quarters since.
  • Parkside Financial Bank & Trust's Primoris Services position peaked at $310K in Q3 2025.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.