Prudent Man Advisors’s Primoris Services PRIM Stock Holding History

Prudent Man 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 Q1	$209K	Buy	+1,464	New	+$214K	0.06%	132
2025 Q4	–	Sell	-1,514	Closed	-$208K	–	139
2025 Q3	$208K	Buy	+1,514	New	+$163K	0.08%	131
2025 Q1	–	Sell	-3,273	Closed	-$250K	–	177
2024 Q4	$250K	Sell	3,273 -339	-9%	-$24.8K	0.09%	138
2024 Q3	$210K	Buy	+3,612	New	+$193K	0.07%	164

Other funds holding PRIM

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Prudent Man Advisors's PRIM Position: Q1 2026 in Review

Prudent Man Advisors opened a new position in Primoris Services (PRIM) in Q1 2026: 1,464 shares worth $209K. The stake represents 0.06% of the portfolio and ranks #132 among its holdings. This is a return to the name: Prudent Man Advisors previously reported a position in PRIM as recently as Q3 2025.

Prudent Man Advisors first reported a position in PRIM in Q3 2024 and has held it in 4 quarters since. The position peaked at $250K in Q4 2024. 508 funds tracked by Wall St. Rank hold PRIM as of Q1 2026.

Prudent Man Advisors held 1,464 shares of Primoris Services worth $209K as of Q1 2026.
Primoris Services was a new Prudent Man Advisors position in Q1 2026.
Primoris Services made up 0.06% of Prudent Man Advisors's portfolio in Q1 2026, its #132 holding.
Prudent Man Advisors first reported a position in Primoris Services in Q3 2024 and has held it in 4 quarters since.
Prudent Man Advisors's Primoris Services position peaked at $250K in Q4 2024.
508 funds tracked by Wall St. Rank held Primoris Services as of Q1 2026.

Based on Prudent Man Advisors's 13F filing for Q1 2026, filed 8 May 2026.