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 Q3	$212K	Hold	2,842	–	–	0.06%	114
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

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

ADBIC

A.D. Beadell Investment Counsel Mequon, Wisconsin $151M AUM 13.87% 1-Year Est. Return

FDS

Freedom Day Solutions Houston, Texas $455M AUM 16.82% 1-Year Est. Return

WTG

West Tower Group Richmond, Virginia $27M AUM 33.41% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return

AMI Asset Management Los Angeles, California $1.74B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

PFW Advisors's PRIM Position: Q3 2026 in Review

PFW Advisors held its Primoris Services (PRIM) position steady in Q3 2026 at 2,842 shares worth $212K. The position accounts for 0.06% of the portfolio, ranked #114.

PFW Advisors first reported a position in PRIM in Q4 2024 and has held it in 7 quarters since. The position peaked at $429K in Q3 2025. 43 funds tracked by Wall St. Rank hold PRIM as of Q3 2026.

PFW Advisors held 2,842 shares of Primoris Services worth $212K as of Q3 2026.
PFW Advisors left its Primoris Services share count unchanged in Q3 2026.
Primoris Services made up 0.06% of PFW Advisors's portfolio in Q3 2026, its #114 holding.
PFW Advisors first reported a position in Primoris Services in Q4 2024 and has held it in 7 quarters since.
PFW Advisors's Primoris Services position peaked at $429K in Q3 2025.
43 funds tracked by Wall St. Rank held Primoris Services as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.