SVB Wealth’s Primoris Services PRIM Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-2	Closed	-$115	–	1325
2025 Q1	$115	Buy	+2	New	+$145	﹤0.01%	1497

Other funds holding PRIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

SVB Wealth's PRIM Position: Q2 2025 in Review

SVB Wealth sold out of Primoris Services (PRIM) in Q2 2025, closing a stake of 2 shares — an estimated $115 sold.

SVB Wealth first reported a position in PRIM in Q1 2025 and held it in 1 quarter. The position peaked at $115 in Q1 2025. 387 funds tracked by Wall St. Rank hold PRIM as of Q2 2025.

SVB Wealth reported no remaining Primoris Services position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 2 Primoris Services shares in Q2 2025, an estimated $115.
SVB Wealth first reported a position in Primoris Services in Q1 2025 and held it in 1 quarter.
SVB Wealth's Primoris Services position peaked at $115 in Q1 2025.
387 funds tracked by Wall St. Rank held Primoris Services as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.