SGI
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Summit Global Investments’s Primoris Services PRIM Stock Holding History

Summit Global Investments’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
-4,494
Closed -$643K – 552
2026
Q1 		$643K Sell
4,494
-4,450
-50% -$652K 0.04% 287
2025
Q4 		$1.11M Sell
8,944
-1,535
-15% -$200K 0.07% 180
2025
Q3 		$1.44M Sell
10,479
-4,468
-30% -$480K 0.08% 124
2025
Q2 		$1.17M Sell
14,947
-2,064
-12% -$140K 0.07% 166
2025
Q1 		$977K Buy
17,011
+8,771
+106% +$634K 0.07% 170
2024
Q4 		$630K Sell
8,240
-394
-5% -$28.8K 0.04% 312
2024
Q3 		$501K Buy
8,634
+3,022
+54% +$161K 0.03% 362
2024
Q2 		$280K Buy
+5,612
New +$278K 0.02% 429
2024
Q1 		– Sell
-11,465
Closed -$381K – 581
2023
Q4 		$381K Buy
+11,465
New +$357K 0.02% 382

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

Summit Global Investments's PRIM Position: Q2 2026 in Review

Summit Global Investments sold out of Primoris Services (PRIM) in Q2 2026, closing a stake of 4,494 shares — an estimated $643K sold.

Summit Global Investments first reported a position in PRIM in Q4 2023 and held it in 9 quarters. The position peaked at $1.44M in Q3 2025. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Summit Global Investments reported no remaining Primoris Services position as of Q2 2026 after selling out during the quarter.
  • Summit Global Investments sold 4,494 Primoris Services shares in Q2 2026, an estimated $643K.
  • Summit Global Investments first reported a position in Primoris Services in Q4 2023 and held it in 9 quarters.
  • Summit Global Investments's Primoris Services position peaked at $1.44M in Q3 2025.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.