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TD Private Client Wealth’s Primoris Services PRIM Stock Holding History

TD Private Client 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
2026
Q2 		– Sell
-3,965
Closed -$567K – 1753
2026
Q1 		$567K Sell
3,965
-218
-5% -$31.9K 0.01% 468
2025
Q4 		$519K Buy
4,183
+101
+2% +$13.2K 0.01% 475
2025
Q3 		$561K Sell
4,082
-77
-2% -$8.27K 0.01% 459
2025
Q2 		$324K Buy
4,159
+1,200
+41% +$81.3K 0.01% 546
2025
Q1 		$170K Buy
2,959
+1,697
+134% +$123K ﹤0.01% 635
2024
Q4 		$96.4K Buy
1,262
+82
+7% +$5.99K ﹤0.01% 721
2024
Q3 		$68.5K Buy
1,180
+230
+24% +$12.3K ﹤0.01% 777
2024
Q2 		$47.4K Buy
950
+379
+66% +$18.8K ﹤0.01% 816
2024
Q1 		$24.3K Hold
571
– – ﹤0.01% 925
2023
Q4 		$19K Buy
571
+252
+79% +$7.86K ﹤0.01% 958
2023
Q3 		$10.4K Hold
319
– – ﹤0.01% 1025
2023
Q2 		$9.72K Hold
319
– – ﹤0.01% 1051
2023
Q1 		$7.87K Hold
319
– – ﹤0.01% 1061
2022
Q4 		$7K Hold
319
– – ﹤0.01% 1050
2022
Q3 		$5.18K Hold
319
– – ﹤0.01% 1053
2022
Q2 		$6.94K Sell
319
-450
-59% -$10.8K ﹤0.01% 1029
2022
Q1 		$18.3K Buy
+769
New +$19.8K ﹤0.01% 958

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

TD Private Client Wealth's PRIM Position: Q2 2026 in Review

TD Private Client Wealth sold out of Primoris Services (PRIM) in Q2 2026, closing a stake of 3,965 shares — an estimated $567K sold.

TD Private Client Wealth first reported a position in PRIM in Q1 2022 and held it in 17 quarters. The position peaked at $567K in Q1 2026. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • TD Private Client Wealth reported no remaining Primoris Services position as of Q2 2026 after selling out during the quarter.
  • TD Private Client Wealth sold 3,965 Primoris Services shares in Q2 2026, an estimated $567K.
  • TD Private Client Wealth first reported a position in Primoris Services in Q1 2022 and held it in 17 quarters.
  • TD Private Client Wealth's Primoris Services position peaked at $567K in Q1 2026.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.