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USA Financial Formulas’s Primoris Services PRIM Stock Holding History

USA Financial Formulas’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 		$44.9K Buy
453
+343
+312% +$45.1K 0.01% 293
2026
Q1 		$15.7K Buy
110
+103
+1,471% +$15.1K ﹤0.01% 275
2025
Q4 		$869 Buy
+7
New +$914 ﹤0.01% 312
2025
Q1 		– Sell
-347
Closed -$26.5K – 357
2024
Q4 		$26.5K Buy
+347
New +$25.3K ﹤0.01% 252
2023
Q4 		– Sell
-175
Closed -$5.73K – 496
2023
Q3 		$5.73K Buy
175
+68
+64% +$2.22K 0.01% 243
2023
Q2 		$3.26K Buy
+107
New +$2.86K 0.01% 250

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

USA Financial Formulas's PRIM Position: Q2 2026 in Review

USA Financial Formulas increased its Primoris Services (PRIM) stake by 312% in Q2 2026, buying an estimated $45.1K and bringing the position to 453 shares worth $44.9K. The position accounts for 0.01% of the portfolio, ranked #293.

USA Financial Formulas first reported a position in PRIM in Q2 2023 and has held it in 6 quarters since. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • USA Financial Formulas held 453 shares of Primoris Services worth $44.9K as of Q2 2026.
  • USA Financial Formulas bought 343 Primoris Services shares in Q2 2026, an estimated $45.1K.
  • Primoris Services made up 0.01% of USA Financial Formulas's portfolio in Q2 2026, its #293 holding.
  • USA Financial Formulas first reported a position in Primoris Services in Q2 2023 and has held it in 6 quarters since.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.