Root Financial Partners
PRIM icon

Root Financial Partners’s Primoris Services PRIM Stock Holding History

Root Financial Partners’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
Q3 		$9.24K Buy
+124
New +$10K ﹤0.01% 1948
2026
Q2 		– Sell
-229
Closed -$32.8K – 2461
2026
Q1 		$32.8K Buy
229
+69
+43% +$10.1K ﹤0.01% 1066
2025
Q4 		$19.9K Buy
160
+2
+1% +$261 ﹤0.01% 1188
2025
Q3 		$21.7K Buy
+158
New +$17K ﹤0.01% 1080

Other funds holding PRIM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

Root Financial Partners's PRIM Position: Q3 2026 in Review

Root Financial Partners opened a new position in Primoris Services (PRIM) in Q3 2026: 124 shares worth $9.24K. The stake represents ﹤0.01% of the portfolio and ranks #1948 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PRIM as recently as Q1 2026.

Root Financial Partners first reported a position in PRIM in Q3 2025 and has held it in 4 quarters since. The position peaked at $32.8K in Q1 2026. 310 funds tracked by Wall St. Rank hold PRIM as of Q3 2026.

  • Root Financial Partners held 124 shares of Primoris Services worth $9.24K as of Q3 2026.
  • Primoris Services was a new Root Financial Partners position in Q3 2026.
  • Primoris Services made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1948 holding.
  • Root Financial Partners first reported a position in Primoris Services in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Primoris Services position peaked at $32.8K in Q1 2026.
  • 310 funds tracked by Wall St. Rank held Primoris Services as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.