SignatureFD’s Primoris Services PRIM Stock Holding History

SignatureFD’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	$20.5K	Buy	143 +48	+51%	+$7.03K	﹤0.01%	2194
2025 Q4	$11.8K	Sell	95 -6	-6%	-$783	﹤0.01%	2358
2025 Q3	$13.9K	Buy	101 +6	+6%	+$644	﹤0.01%	2277
2025 Q2	$7.4K	Buy	95 +53	+126%	+$3.59K	﹤0.01%	2451
2025 Q1	$2.41K	Buy	42 +39	+1,300%	+$2.82K	﹤0.01%	2824
2024 Q4	$229	Buy	+3	New	+$219	﹤0.01%	3219
2022 Q3	–	Sell	-108	Closed	-$2K	–	3294
2022 Q2	$2K	Buy	+108	New	+$2.6K	﹤0.01%	2790
2021 Q2	–	Sell	-100	Closed	-$3K	–	3033
2021 Q1	$3K	Buy	+100	New	+$3.29K	﹤0.01%	2370
2020 Q4	–	Sell	-24	Closed	–	–	2672
2020 Q3	$0	Buy	+24	New	+$425	﹤0.01%	2726

Other funds holding PRIM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return