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Union Bancaire Privee’s Primoris Services PRIM Stock Holding History

Union Bancaire Privee’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
-29,804
Closed -$3.7M – 525
2026
Q1 		$3.7M Buy
29,804
+21,968
+280% +$3.22M 0.05% 170
2025
Q4 		$866K Buy
+7,836
New +$1.02M 0.01% 315

Other funds holding PRIM

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Union Bancaire Privee's PRIM Position: Q2 2026 in Review

Union Bancaire Privee sold out of Primoris Services (PRIM) in Q2 2026, closing a stake of 29,804 shares — an estimated $3.7M sold.

Union Bancaire Privee first reported a position in PRIM in Q4 2025 and held it in 2 quarters. The position peaked at $3.7M in Q1 2026. 110 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Union Bancaire Privee reported no remaining Primoris Services position as of Q2 2026 after selling out during the quarter.
  • Union Bancaire Privee sold 29,804 Primoris Services shares in Q2 2026, an estimated $3.7M.
  • Union Bancaire Privee first reported a position in Primoris Services in Q4 2025 and held it in 2 quarters.
  • Union Bancaire Privee's Primoris Services position peaked at $3.7M in Q1 2026.
  • 110 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.