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Pension & Wealth Management Advisors’s Primoris Services PRIM Stock Holding History

Pension & Wealth Management 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
Q2 		$283K Sell
2,857
-3,426
-55% -$450K 0.08% 150
2026
Q1 		$899K Sell
6,283
-1,717
-21% -$251K 0.27% 55
2025
Q4 		$993K Buy
+8,000
New +$1.04M 0.29% 50

Other funds holding PRIM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Pension & Wealth Management Advisors's PRIM Position: Q2 2026 in Review

Pension & Wealth Management Advisors reduced its Primoris Services (PRIM) stake by 55% in Q2 2026, selling an estimated $450K and leaving 2,857 shares worth $283K. The position accounts for 0.08% of the portfolio, ranked #150.

Pension & Wealth Management Advisors first reported a position in PRIM in Q4 2025 and has held it in 3 quarters since. The position peaked at $993K in Q4 2025. 410 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Pension & Wealth Management Advisors held 2,857 shares of Primoris Services worth $283K as of Q2 2026.
  • Pension & Wealth Management Advisors sold 3,426 Primoris Services shares in Q2 2026, an estimated $450K.
  • Primoris Services made up 0.08% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #150 holding.
  • Pension & Wealth Management Advisors first reported a position in Primoris Services in Q4 2025 and has held it in 3 quarters since.
  • Pension & Wealth Management Advisors's Primoris Services position peaked at $993K in Q4 2025.
  • 410 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.