WI
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WBI Investments’s Primoris Services PRIM Stock Holding History

WBI Investments’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
Q1 		– Sell
-10,475
Closed -$1.3M – 383
2025
Q4 		$1.3M Sell
10,475
-9,063
-46% -$1.18M 0.34% 71
2025
Q3 		$2.68M Buy
+19,538
New +$2.1M 0.69% 24

Other funds holding PRIM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WBI Investments's PRIM Position: Q1 2026 in Review

WBI Investments sold out of Primoris Services (PRIM) in Q1 2026, closing a stake of 10,475 shares — an estimated $1.3M sold.

WBI Investments first reported a position in PRIM in Q3 2025 and held it in 2 quarters. The position peaked at $2.68M in Q3 2025. 509 funds tracked by Wall St. Rank hold PRIM as of Q1 2026.

  • WBI Investments reported no remaining Primoris Services position as of Q1 2026 after selling out during the quarter.
  • WBI Investments sold 10,475 Primoris Services shares in Q1 2026, an estimated $1.3M.
  • WBI Investments first reported a position in Primoris Services in Q3 2025 and held it in 2 quarters.
  • WBI Investments's Primoris Services position peaked at $2.68M in Q3 2025.
  • 509 funds tracked by Wall St. Rank held Primoris Services as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.