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Vest Financial’s Primoris Services PRIM Stock Holding History

Vest Financial’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 		$5.56M Sell
56,144
-6,442
-10% -$847K 0.06% 247
2026
Q1 		$8.95M Buy
62,586
+17,158
+38% +$2.51M 0.11% 156
2025
Q4 		$5.64M Buy
45,428
+15,592
+52% +$2.04M 0.07% 205
2025
Q3 		$4.1M Buy
29,836
+14,685
+97% +$1.58M 0.05% 228
2025
Q2 		$1.18M Buy
+15,151
New +$1.03M 0.02% 324

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

Vest Financial's PRIM Position: Q2 2026 in Review

Vest Financial reduced its Primoris Services (PRIM) stake by 10% in Q2 2026, selling an estimated $847K and leaving 56,144 shares worth $5.56M. The position accounts for 0.06% of the portfolio, ranked #247.

Vest Financial first reported a position in PRIM in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.95M in Q1 2026. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Vest Financial held 56,144 shares of Primoris Services worth $5.56M as of Q2 2026.
  • Vest Financial sold 6,442 Primoris Services shares in Q2 2026, an estimated $847K.
  • Primoris Services made up 0.06% of Vest Financial's portfolio in Q2 2026, its #247 holding.
  • Vest Financial first reported a position in Primoris Services in Q2 2025 and has held it in 5 quarters since.
  • Vest Financial's Primoris Services position peaked at $8.95M in Q1 2026.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.