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Pathway Financial Advisers’s Primoris Services PRIM Stock Holding History

Pathway Financial Advisers’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
-12
Closed -$1.59K – 297
2025
Q3 		$1.59K Buy
+12
New +$1.29K ﹤0.01% 371

Other funds holding PRIM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pathway Financial Advisers's PRIM Position: Q4 2025 in Review

Pathway Financial Advisers sold out of Primoris Services (PRIM) in Q4 2025, closing a stake of 12 shares — an estimated $1.59K sold.

Pathway Financial Advisers first reported a position in PRIM in Q3 2025 and held it in 1 quarter. The position peaked at $1.59K in Q3 2025. 481 funds tracked by Wall St. Rank hold PRIM as of Q4 2025.

  • Pathway Financial Advisers reported no remaining Primoris Services position as of Q4 2025 after selling out during the quarter.
  • Pathway Financial Advisers sold 12 Primoris Services shares in Q4 2025, an estimated $1.59K.
  • Pathway Financial Advisers first reported a position in Primoris Services in Q3 2025 and held it in 1 quarter.
  • Pathway Financial Advisers's Primoris Services position peaked at $1.59K in Q3 2025.
  • 481 funds tracked by Wall St. Rank held Primoris Services as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.