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Sunbelt Securities’s Primoris Services PRIM Stock Holding History

Sunbelt 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
Q1 		$2K Hold
14
– – ﹤0.01% 1928
2025
Q4 		$1.74K Hold
14
– – ﹤0.01% 1925
2025
Q3 		$1.92K Buy
+14
New +$1.5K ﹤0.01% 1874

Other funds holding PRIM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sunbelt Securities's PRIM Position: Q1 2026 in Review

Sunbelt Securities held its Primoris Services (PRIM) position steady in Q1 2026 at 14 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1928.

Sunbelt Securities first reported a position in PRIM in Q3 2025 and has held it in 3 quarters since. 508 funds tracked by Wall St. Rank hold PRIM as of Q1 2026.

  • Sunbelt Securities held 14 shares of Primoris Services worth $2K as of Q1 2026.
  • Sunbelt Securities left its Primoris Services share count unchanged in Q1 2026.
  • Primoris Services made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1928 holding.
  • Sunbelt Securities first reported a position in Primoris Services in Q3 2025 and has held it in 3 quarters since.
  • 508 funds tracked by Wall St. Rank held Primoris Services as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.