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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
Q2 		– Sell
-2,181
Closed -$312K – 1575
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Principal Securities's PRIM Position: Q2 2026 in Review

Principal Securities sold out of Primoris Services (PRIM) in Q2 2026, closing a stake of 2,181 shares — an estimated $312K sold.

Principal Securities first reported a position in PRIM in Q4 2023 and held it in 10 quarters. The position peaked at $419K in Q4 2025. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Principal Securities reported no remaining Primoris Services position as of Q2 2026 after selling out during the quarter.
  • Principal Securities sold 2,181 Primoris Services shares in Q2 2026, an estimated $312K.
  • Principal Securities first reported a position in Primoris Services in Q4 2023 and held it in 10 quarters.
  • Principal Securities's Primoris Services position peaked at $419K in Q4 2025.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.