Principal Street Partners’s Primoris Services PRIM Stock Holding History

Principal Street Partners’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	-1,473	Closed	-$211K	–	279
2026 Q1	$211K	Buy	+1,473	New	+$216K	0.03%	225
2025 Q4	–	Sell	-1,473	Closed	-$202K	–	270
2025 Q3	$202K	Buy	+1,473	New	+$158K	0.03%	252
2024 Q1	–	Sell	-7,844	Closed	-$260K	–	266
2023 Q4	$260K	Sell	7,844 -450	-5%	-$14K	0.06%	177
2023 Q3	$271K	Buy	+8,294	New	+$271K	0.05%	196

Other funds holding PRIM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Principal Street Partners's PRIM Position: Q2 2026 in Review

Principal Street Partners sold out of Primoris Services (PRIM) in Q2 2026, closing a stake of 1,473 shares — an estimated $211K sold.

Principal Street Partners first reported a position in PRIM in Q3 2023 and held it in 4 quarters. The position peaked at $271K in Q3 2023. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

Principal Street Partners reported no remaining Primoris Services position as of Q2 2026 after selling out during the quarter.
Principal Street Partners sold 1,473 Primoris Services shares in Q2 2026, an estimated $211K.
Principal Street Partners first reported a position in Primoris Services in Q3 2023 and held it in 4 quarters.
Principal Street Partners's Primoris Services position peaked at $271K in Q3 2023.
449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Principal Street Partners's 13F filing for Q2 2026, filed 14 Aug 2026.