Richard Bernstein Advisors’s Primoris Services PRIM Stock Holding History

Richard Bernstein 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	$3.12M	Buy	+21,836	New	+$3.2M	0.09%	39
2015 Q1	–	Sell	-58,187	Closed	-$1.35M	–	295
2014 Q4	$1.35M	Hold	58,187	–	–	0.14%	184
2014 Q3	$1.56M	Buy	58,187 +2,982	+5%	+$81.7K	0.16%	159
2014 Q2	$1.59M	Hold	55,205	–	–	0.19%	162
2014 Q1	$1.66M	Hold	55,205	–	–	0.24%	125
2013 Q4	$1.72M	Hold	55,205	–	–	0.35%	108
2013 Q3	$1.41M	Buy	55,205 +28,610	+108%	+$648K	0.42%	85
2013 Q2	$524K	Buy	+26,595	New	+$565K	0.17%	181

Other funds holding PRIM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Richard Bernstein Advisors's PRIM Position: Q1 2026 in Review

Richard Bernstein Advisors opened a new position in Primoris Services (PRIM) in Q1 2026: 21,836 shares worth $3.12M. The stake represents 0.09% of the portfolio and ranks #39 among its holdings. This is a return to the name: Richard Bernstein Advisors previously reported a position in PRIM as recently as Q4 2014.

Richard Bernstein Advisors first reported a position in PRIM in Q2 2013 and has held it in 8 quarters since. 511 funds tracked by Wall St. Rank hold PRIM as of Q1 2026.

Richard Bernstein Advisors held 21,836 shares of Primoris Services worth $3.12M as of Q1 2026.
Primoris Services was a new Richard Bernstein Advisors position in Q1 2026.
Primoris Services made up 0.09% of Richard Bernstein Advisors's portfolio in Q1 2026, its #39 holding.
Richard Bernstein Advisors first reported a position in Primoris Services in Q2 2013 and has held it in 8 quarters since.
511 funds tracked by Wall St. Rank held Primoris Services as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.