Steward Partners Investment Advisory’s Primoris Services PRIM Stock Holding History

Steward Partners Investment Advisory’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	$140K	Buy	1,417 +1,388	+4,786%	+$182K	﹤0.01%	2419
2026 Q1	$4.15K	Hold	29	–	–	﹤0.01%	3858
2025 Q4	$3.6K	Buy	+29	New	+$3.79K	﹤0.01%	3798
2025 Q1	–	Sell	-1,273	Closed	-$97.3K	–	4128
2024 Q4	$97.3K	Buy	+1,273	New	+$93K	﹤0.01%	1999
2018 Q4	–	Sell	-93	Closed	-$2K	–	1788
2018 Q3	$2K	Buy	+93	New	+$2.44K	﹤0.01%	2394

Other funds holding PRIM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Steward Partners Investment Advisory's PRIM Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Primoris Services (PRIM) stake by 4,786% in Q2 2026, buying an estimated $182K and bringing the position to 1,417 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #2419.

Steward Partners Investment Advisory first reported a position in PRIM in Q3 2018 and has held it in 5 quarters since. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

Steward Partners Investment Advisory held 1,417 shares of Primoris Services worth $140K as of Q2 2026.
Steward Partners Investment Advisory bought 1,388 Primoris Services shares in Q2 2026, an estimated $182K.
Primoris Services made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2419 holding.
Steward Partners Investment Advisory first reported a position in Primoris Services in Q3 2018 and has held it in 5 quarters since.
449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.