Rockefeller Capital Management
PRIM icon

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
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
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
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Rockefeller Capital Management's PRIM Position: Q1 2026 in Review

Rockefeller Capital Management reduced its Primoris Services (PRIM) stake by 3.2% in Q1 2026, selling an estimated $18.3K and leaving 3,800 shares worth $544K. The position accounts for ﹤0.01% of the portfolio, ranked #1939.

Rockefeller Capital Management first reported a position in PRIM in Q2 2021 and has held it in 10 quarters since. 508 funds tracked by Wall St. Rank hold PRIM as of Q1 2026.

  • Rockefeller Capital Management held 3,800 shares of Primoris Services worth $544K as of Q1 2026.
  • Rockefeller Capital Management sold 125 Primoris Services shares in Q1 2026, an estimated $18.3K.
  • Primoris Services made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1939 holding.
  • Rockefeller Capital Management first reported a position in Primoris Services in Q2 2021 and has held it in 10 quarters since.
  • 508 funds tracked by Wall St. Rank held Primoris Services as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.