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PFW Advisors’s Primoris Services PRIM Stock Holding History

PFW 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 		$282K Hold
2,842
– – 0.08% 105
2026
Q1 		$407K Hold
2,842
– – 0.13% 88
2025
Q4 		$353K Sell
2,842
-282
-9% -$36.8K 0.11% 98
2025
Q3 		$429K Hold
3,124
– – 0.13% 93
2025
Q2 		$243K Buy
+3,124
New +$212K 0.07% 112
2025
Q1 		– Sell
-3,211
Closed -$245K – 126
2024
Q4 		$245K Buy
+3,211
New +$235K 0.08% 108

Other funds holding PRIM

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

PFW Advisors's PRIM Position: Q2 2026 in Review

PFW Advisors held its Primoris Services (PRIM) position steady in Q2 2026 at 2,842 shares worth $282K. The position accounts for 0.08% of the portfolio, ranked #105.

PFW Advisors first reported a position in PRIM in Q4 2024 and has held it in 6 quarters since. The position peaked at $429K in Q3 2025. 49 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • PFW Advisors held 2,842 shares of Primoris Services worth $282K as of Q2 2026.
  • PFW Advisors left its Primoris Services share count unchanged in Q2 2026.
  • Primoris Services made up 0.08% of PFW Advisors's portfolio in Q2 2026, its #105 holding.
  • PFW Advisors first reported a position in Primoris Services in Q4 2024 and has held it in 6 quarters since.
  • PFW Advisors's Primoris Services position peaked at $429K in Q3 2025.
  • 49 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.