WhitTier Trust Company’s Primoris Services PRIM Stock Holding History

WhitTier Trust Company’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	-145	Closed	-$21.3K	–	1461
2026 Q1	$21.3K	Sell	145 -24	-14%	-$3.51K	﹤0.01%	895
2025 Q4	$21.8K	Sell	169 -2	-1%	-$261	﹤0.01%	893
2025 Q3	$23.4K	Buy	+171	New	+$18.4K	﹤0.01%	858

Other funds holding PRIM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RBI

Raiffeisen Bank International Vienna, Austria $8.53B AUM 46.94% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

WhitTier Trust Company's PRIM Position: Q2 2026 in Review

WhitTier Trust Company sold out of Primoris Services (PRIM) in Q2 2026, closing a stake of 145 shares — an estimated $21.3K sold.

WhitTier Trust Company first reported a position in PRIM in Q3 2025 and held it in 3 quarters. The position peaked at $23.4K in Q3 2025. 181 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

WhitTier Trust Company reported no remaining Primoris Services position as of Q2 2026 after selling out during the quarter.
WhitTier Trust Company sold 145 Primoris Services shares in Q2 2026, an estimated $21.3K.
WhitTier Trust Company first reported a position in Primoris Services in Q3 2025 and held it in 3 quarters.
WhitTier Trust Company's Primoris Services position peaked at $23.4K in Q3 2025.
181 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.