Principal Securities’s Primoris Services PRIM Stock Holding History

Principal Securities’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	$312K	Sell	2,181 -1,191	-35%	-$174K	﹤0.01%	1181
2025 Q4	$419K	Buy	3,372 +1,533	+83%	+$200K	0.01%	1003
2025 Q3	$253K	Buy	1,839 +244	+15%	+$26.2K	﹤0.01%	1183
2025 Q2	$124K	Buy	1,595 +709	+80%	+$48.1K	﹤0.01%	1446
2025 Q1	$67.7K	Hold	886	–	–	﹤0.01%	1616
2024 Q4	$67.7K	Buy	886 +343	+63%	+$25.1K	﹤0.01%	1614
2024 Q3	$31.5K	Buy	543 +239	+79%	+$12.8K	﹤0.01%	1896
2024 Q2	$15.2K	Buy	304 +23	+8%	+$1.14K	﹤0.01%	2198
2024 Q1	$12K	Buy	281 +7	+3%	+$258	﹤0.01%	2246
2023 Q4	$9.1K	Buy	+274	New	+$8.54K	﹤0.01%	2295

Other funds holding PRIM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return