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Phocas Financial Corp’s Primoris Services PRIM Stock Holding History

Phocas Financial Corp’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
Q1 		$6.97M Sell
48,704
-13,774
-22% -$2.02M 1.09% 25
2025
Q4 		$7.76M Sell
62,478
-77,087
-55% -$10.1M 1.01% 33
2025
Q3 		$19.2M Sell
139,565
-17,287
-11% -$1.86M 2.48% 2
2025
Q2 		$12.2M Buy
156,852
+23
+0% +$1.56K 1.76% 7
2025
Q1 		$9M Sell
156,829
-69,475
-31% -$5.02M 1.38% 16
2024
Q4 		$17.3M Sell
226,304
-54,751
-19% -$4M 2.31% 2
2024
Q3 		$16.3K Sell
281,055
-17,510
-6% -$934K 0.06% 29
2024
Q2 		$14.9K Sell
298,565
-5,652
-2% -$280K 0.06% 30
2024
Q1 		$13K Sell
304,217
-8,133
-3% -$300K 0.05% 37
2023
Q4 		$10.4M Sell
312,350
-126,336
-29% -$3.94M 1.37% 7
2023
Q3 		$14.4M Sell
438,686
-422
-0.1% -$13.8K 2.09% 1
2023
Q2 		$13.4M Sell
439,108
-2,101
-0.5% -$56.2K 1.83% 4
2023
Q1 		$10.9M Buy
441,209
+92,098
+26% +$2.33M 1.56% 4
2022
Q4 		$7.66M Sell
349,111
-391
-0.1% -$7.9K 1.1% 24
2022
Q3 		$5.68M Buy
349,502
+11,273
+3% +$235K 0.88% 40
2022
Q2 		$7.36M Sell
338,229
-3,795
-1% -$91.4K 1.1% 21
2022
Q1 		$8.15M Buy
342,024
+139,836
+69% +$3.6M 1.01% 30
2021
Q4 		$4.85M Buy
+202,188
New +$5.11M 0.62% 72

Other funds holding PRIM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Phocas Financial Corp's PRIM Position: Q1 2026 in Review

Phocas Financial Corp reduced its Primoris Services (PRIM) stake by 22% in Q1 2026, selling an estimated $2.02M and leaving 48,704 shares worth $6.97M. The position accounts for 1.09% of the portfolio, ranked #25.

Phocas Financial Corp first reported a position in PRIM in Q4 2021 and has held it in 18 quarters since. The position peaked at $19.2M in Q3 2025. 508 funds tracked by Wall St. Rank hold PRIM as of Q1 2026.

  • Phocas Financial Corp held 48,704 shares of Primoris Services worth $6.97M as of Q1 2026.
  • Phocas Financial Corp sold 13,774 Primoris Services shares in Q1 2026, an estimated $2.02M.
  • Primoris Services made up 1.09% of Phocas Financial Corp's portfolio in Q1 2026, its #25 holding.
  • Phocas Financial Corp first reported a position in Primoris Services in Q4 2021 and has held it in 18 quarters since.
  • Phocas Financial Corp's Primoris Services position peaked at $19.2M in Q3 2025.
  • 508 funds tracked by Wall St. Rank held Primoris Services as of Q1 2026.

Based on Phocas Financial Corp's 13F filing for Q1 2026, filed 1 May 2026.