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Rise Advisors’s Primoris Services PRIM Stock Holding History

Rise 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
2025
Q4 		– Sell
-167
Closed -$22.9K – 1101
2025
Q3 		$22.9K Hold
167
– – 0.01% 506
2025
Q2 		$13K Buy
167
+18
+12% +$1.22K 0.01% 829
2025
Q1 		$8.55K Buy
+149
New +$10.8K ﹤0.01% 1083

Other funds holding PRIM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Rise Advisors's PRIM Position: Q4 2025 in Review

Rise Advisors sold out of Primoris Services (PRIM) in Q4 2025, closing a stake of 167 shares — an estimated $22.9K sold.

Rise Advisors first reported a position in PRIM in Q1 2025 and held it in 3 quarters. The position peaked at $22.9K in Q3 2025. 483 funds tracked by Wall St. Rank hold PRIM as of Q4 2025.

  • Rise Advisors reported no remaining Primoris Services position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 167 Primoris Services shares in Q4 2025, an estimated $22.9K.
  • Rise Advisors first reported a position in Primoris Services in Q1 2025 and held it in 3 quarters.
  • Rise Advisors's Primoris Services position peaked at $22.9K in Q3 2025.
  • 483 funds tracked by Wall St. Rank held Primoris Services as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.