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Silver Oak Securities’s Primoris Services PRIM Stock Holding History

Silver Oak Securities’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
-3,552
Closed -$508K – 886
2026
Q1 		$508K Buy
3,552
+151
+4% +$22.1K 0.04% 433
2025
Q4 		$423K Buy
+3,401
New +$444K 0.03% 508

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

Silver Oak Securities's PRIM Position: Q2 2026 in Review

Silver Oak Securities sold out of Primoris Services (PRIM) in Q2 2026, closing a stake of 3,552 shares — an estimated $508K sold.

Silver Oak Securities first reported a position in PRIM in Q4 2025 and held it in 2 quarters. The position peaked at $508K in Q1 2026. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Silver Oak Securities reported no remaining Primoris Services position as of Q2 2026 after selling out during the quarter.
  • Silver Oak Securities sold 3,552 Primoris Services shares in Q2 2026, an estimated $508K.
  • Silver Oak Securities first reported a position in Primoris Services in Q4 2025 and held it in 2 quarters.
  • Silver Oak Securities's Primoris Services position peaked at $508K in Q1 2026.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.