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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
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

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return
FDS
Freedom Day Solutions Houston, Texas $452M AUM 24.78% 1-Year Est. Return

Root Financial Partners's PRIM Position: Q2 2026 in Review

Root Financial Partners sold out of Primoris Services (PRIM) in Q2 2026, closing a stake of 229 shares — an estimated $32.8K sold.

Root Financial Partners first reported a position in PRIM in Q3 2025 and held it in 3 quarters. The position peaked at $32.8K in Q1 2026. 98 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Root Financial Partners reported no remaining Primoris Services position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 229 Primoris Services shares in Q2 2026, an estimated $32.8K.
  • Root Financial Partners first reported a position in Primoris Services in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Primoris Services position peaked at $32.8K in Q1 2026.
  • 98 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.