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Sequoia Financial Advisors’s Primoris Services PRIM Stock Holding History

Sequoia Financial Advisors’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 		$205K Buy
2,073
+659
+47% +$86.6K ﹤0.01% 1966
2026
Q1 		$202K Buy
+1,414
New +$207K ﹤0.01% 1790

Other funds holding PRIM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sequoia Financial Advisors's PRIM Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Primoris Services (PRIM) stake by 47% in Q2 2026, buying an estimated $86.6K and bringing the position to 2,073 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1966.

Sequoia Financial Advisors first reported a position in PRIM in Q1 2026 and has held it in 2 quarters since. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Sequoia Financial Advisors held 2,073 shares of Primoris Services worth $205K as of Q2 2026.
  • Sequoia Financial Advisors bought 659 Primoris Services shares in Q2 2026, an estimated $86.6K.
  • Primoris Services made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1966 holding.
  • Sequoia Financial Advisors first reported a position in Primoris Services in Q1 2026 and has held it in 2 quarters since.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.