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SageView Advisory Group’s Primoris Services PRIM Stock Holding History

SageView Advisory Group’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 		– Sell
-75
Closed -$9.31K – 1948
2025
Q4 		$9.31K Buy
+75
New +$9.79K ﹤0.01% 1741

Other funds holding PRIM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SageView Advisory Group's PRIM Position: Q1 2026 in Review

SageView Advisory Group sold out of Primoris Services (PRIM) in Q1 2026, closing a stake of 75 shares — an estimated $9.31K sold.

SageView Advisory Group first reported a position in PRIM in Q4 2025 and held it in 1 quarter. The position peaked at $9.31K in Q4 2025. 511 funds tracked by Wall St. Rank hold PRIM as of Q1 2026.

  • SageView Advisory Group reported no remaining Primoris Services position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 75 Primoris Services shares in Q1 2026, an estimated $9.31K.
  • SageView Advisory Group first reported a position in Primoris Services in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Primoris Services position peaked at $9.31K in Q4 2025.
  • 511 funds tracked by Wall St. Rank held Primoris Services as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.