Rockefeller Capital Management’s Primoris Services PRIM Stock Holding History

Rockefeller Capital Management’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	$2.4M	Buy	24,162 +20,362	+536%	+$2.68M	﹤0.01%	1299
2026 Q1	$544K	Sell	3,800 -125	-3%	-$18.3K	﹤0.01%	1939
2025 Q4	$487K	Buy	3,925 +190	+5%	+$24.8K	﹤0.01%	1920
2025 Q3	$513K	Buy	+3,735	New	+$401K	﹤0.01%	1751
2023 Q1	–	Sell	-1,012	Closed	-$21K	–	3410
2022 Q4	$21K	Hold	1,012	–	–	﹤0.01%	2785
2022 Q3	$16K	Sell	1,012 -1	-0.1%	-$21	﹤0.01%	2874
2022 Q2	$21K	Buy	1,013 +1	+0.1%	+$24	﹤0.01%	2728
2022 Q1	$23K	Hold	1,012	–	–	﹤0.01%	2665
2021 Q4	$23K	Hold	1,012	–	–	﹤0.01%	2588
2021 Q3	$24K	Buy	1,012 +912	+912%	+$24.5K	﹤0.01%	2507
2021 Q2	$2K	Buy	+100	New	+$3.23K	﹤0.01%	3264

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

Rockefeller Capital Management's PRIM Position: Q2 2026 in Review

Rockefeller Capital Management increased its Primoris Services (PRIM) stake by 536% in Q2 2026, buying an estimated $2.68M and bringing the position to 24,162 shares worth $2.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

Rockefeller Capital Management first reported a position in PRIM in Q2 2021 and has held it in 11 quarters since. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

Rockefeller Capital Management held 24,162 shares of Primoris Services worth $2.4M as of Q2 2026.
Rockefeller Capital Management bought 20,362 Primoris Services shares in Q2 2026, an estimated $2.68M.
Primoris Services made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1299 holding.
Rockefeller Capital Management first reported a position in Primoris Services in Q2 2021 and has held it in 11 quarters since.
449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.