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Scott Marsh Financial’s Primoris Services PRIM Stock Holding History

Scott Marsh Financial’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
2025
Q2 		$612K Buy
+7,853
New +$532K 0.23% 137

Other funds holding PRIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Scott Marsh Financial's PRIM Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Primoris Services (PRIM) in Q2 2025: 7,853 shares worth $612K. The stake represents 0.23% of the portfolio and ranks #137 among its holdings.

387 funds tracked by Wall St. Rank hold PRIM as of Q2 2025.

  • Scott Marsh Financial held 7,853 shares of Primoris Services worth $612K as of Q2 2025.
  • Primoris Services was a new Scott Marsh Financial position in Q2 2025.
  • Primoris Services made up 0.23% of Scott Marsh Financial's portfolio in Q2 2025, its #137 holding.
  • 387 funds tracked by Wall St. Rank held Primoris Services as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.