West Tower Group’s Primoris Services PRIM Stock Holding History

West Tower Group’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 Q3	$1.92M	Sell	25,772 -200	-0.8%	-$16.1K	7.12%	3
2026 Q2	$2.57M	Sell	25,972 -400	-2%	-$52.6K	7.23%	3
2026 Q1	$3.77M	Buy	26,372 +172	+0.7%	+$25.2K	11.77%	3
2025 Q4	$3.25M	Sell	26,200 -700	-3%	-$91.4K	7.32%	3
2025 Q3	$3.69M	Buy	26,900 +1,300	+5%	+$140K	10.7%	2
2025 Q2	$2M	Buy	25,600 +3,500	+16%	+$237K	4.33%	4
2025 Q1	$1.27M	Buy	22,100 +2,100	+11%	+$152K	3.33%	5
2024 Q4	$1.53M	Buy	+20,000	New	+$1.46M	3.39%	5

Other funds holding PRIM

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

ADBIC

A.D. Beadell Investment Counsel Mequon, Wisconsin $151M AUM 13.87% 1-Year Est. Return

Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

HWM

Horizons Wealth Management Asheville, North Carolina $160M AUM

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

West Tower Group's PRIM Position: Q3 2026 in Review

West Tower Group reduced its Primoris Services (PRIM) stake by 0.77% in Q3 2026, selling an estimated $16.1K and leaving 25,772 shares worth $1.92M. The position accounts for 7.12% of the portfolio, ranked #3.

West Tower Group first reported a position in PRIM in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.77M in Q1 2026. 36 funds tracked by Wall St. Rank hold PRIM as of Q3 2026.

West Tower Group held 25,772 shares of Primoris Services worth $1.92M as of Q3 2026.
West Tower Group sold 200 Primoris Services shares in Q3 2026, an estimated $16.1K.
Primoris Services made up 7.12% of West Tower Group's portfolio in Q3 2026, its #3 holding.
West Tower Group first reported a position in Primoris Services in Q4 2024 and has held it in 8 quarters since.
West Tower Group's Primoris Services position peaked at $3.77M in Q1 2026.
36 funds tracked by Wall St. Rank held Primoris Services as of Q3 2026.

Based on West Tower Group's 13F filing for Q3 2026, filed 14 Oct 2026.