Stifel Financial
PRIM icon

Stifel Financial’s Primoris Services PRIM Stock Holding History

Stifel 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
2026
Q2 		$1.59M Sell
16,018
-21,877
-58% -$2.88M ﹤0.01% 2243
2026
Q1 		$5.42M Sell
37,895
-77
-0.2% -$11.3K 0.01% 1300
2025
Q4 		$4.71M Buy
37,972
+2,494
+7% +$326K ﹤0.01% 1371
2025
Q3 		$4.87M Buy
35,478
+3,777
+12% +$406K ﹤0.01% 1328
2025
Q2 		$2.47M Buy
31,701
+8,142
+35% +$552K ﹤0.01% 1685
2025
Q1 		$1.35M Buy
23,559
+3,715
+19% +$269K ﹤0.01% 2030
2024
Q4 		$1.52M Buy
19,844
+13,270
+202% +$969K ﹤0.01% 1973
2024
Q3 		$382K Sell
6,574
-34
-0.5% -$1.81K ﹤0.01% 2829
2024
Q2 		$330K Buy
6,608
+1,532
+30% +$75.8K ﹤0.01% 2865
2024
Q1 		$216K Sell
5,076
-1,498
-23% -$55.3K ﹤0.01% 3066
2023
Q4 		$218K Buy
+6,574
New +$205K ﹤0.01% 3022
2021
Q4 		– Sell
-10,883
Closed -$267K – 3442
2021
Q3 		$267K Buy
10,883
+1,536
+16% +$41.3K ﹤0.01% 2975
2021
Q2 		$275K Buy
9,347
+892
+11% +$28.8K ﹤0.01% 2958
2021
Q1 		$280K Sell
8,455
-1,112
-12% -$36.6K ﹤0.01% 2838
2020
Q4 		$264K Buy
+9,567
New +$220K ﹤0.01% 2669
2015
Q3 		– Sell
-220,262
Closed -$4.36M – 2338
2015
Q2 		$4.36M Sell
220,262
-536,049
-71% -$10.2M 0.02% 635
2015
Q1 		$13M Buy
756,311
+31,181
+4% +$609K 0.07% 323
2014
Q4 		$23.9M Buy
725,130
+136,211
+23% +$3.41M 0.13% 190
2014
Q3 		$15.8M Buy
588,919
+98,857
+20% +$2.71M 0.14% 182
2014
Q2 		$14.1M Buy
490,062
+50,308
+11% +$1.46M 0.13% 209
2014
Q1 		$13.2M Buy
+439,754
New +$13.9M 0.13% 215

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

Stifel Financial's PRIM Position: Q2 2026 in Review

Stifel Financial reduced its Primoris Services (PRIM) stake by 58% in Q2 2026, selling an estimated $2.88M and leaving 16,018 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #2243.

Stifel Financial first reported a position in PRIM in Q1 2014 and has held it in 21 quarters since. The position peaked at $23.9M in Q4 2014. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Stifel Financial held 16,018 shares of Primoris Services worth $1.59M as of Q2 2026.
  • Stifel Financial sold 21,877 Primoris Services shares in Q2 2026, an estimated $2.88M.
  • Primoris Services made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2243 holding.
  • Stifel Financial first reported a position in Primoris Services in Q1 2014 and has held it in 21 quarters since.
  • Stifel Financial's Primoris Services position peaked at $23.9M in Q4 2014.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.