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Petrus Trust Company’s Primoris Services PRIM Stock Holding History

Petrus Trust Company’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
Q2 		– Sell
-10,378
Closed -$596K – 677
2025
Q1 		$596K Buy
+10,378
New +$750K 0.06% 134
2024
Q1 		– Sell
-19,622
Closed -$652K – 754
2023
Q4 		$652K Buy
+19,622
New +$612K 0.06% 135
2020
Q4 		– Sell
-28,615
Closed -$516K – 201
2020
Q3 		$516K Buy
28,615
+8,439
+42% +$149K 0.05% 49
2020
Q2 		$358K Buy
20,176
+9,939
+97% +$157K 0.04% 53
2020
Q1 		$163K Buy
+10,237
New +$199K 0.02% 121
2019
Q3 		– Sell
-15,997
Closed -$335K – 328
2019
Q2 		$335K Buy
+15,997
New +$328K 0.06% 84
2018
Q3 		– Sell
-11,098
Closed -$302K – 315
2018
Q2 		$302K Buy
11,098
+1,245
+13% +$33K 0.06% 122
2018
Q1 		$246K Hold
9,853
– – 0.06% 110
2017
Q4 		$268K Buy
+9,853
New +$274K 0.07% 112

Other funds holding PRIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Petrus Trust Company's PRIM Position: Q2 2025 in Review

Petrus Trust Company sold out of Primoris Services (PRIM) in Q2 2025, closing a stake of 10,378 shares — an estimated $596K sold.

Petrus Trust Company first reported a position in PRIM in Q4 2017 and held it in 9 quarters. The position peaked at $652K in Q4 2023. 387 funds tracked by Wall St. Rank hold PRIM as of Q2 2025.

  • Petrus Trust Company reported no remaining Primoris Services position as of Q2 2025 after selling out during the quarter.
  • Petrus Trust Company sold 10,378 Primoris Services shares in Q2 2025, an estimated $596K.
  • Petrus Trust Company first reported a position in Primoris Services in Q4 2017 and held it in 9 quarters.
  • Petrus Trust Company's Primoris Services position peaked at $652K in Q4 2023.
  • 387 funds tracked by Wall St. Rank held Primoris Services as of Q2 2025.

Based on Petrus Trust Company's 13F filing for Q2 2025, filed 14 Aug 2025.