Yorktown Management & Research Company’s Primoris Services PRIM Stock Holding History

Yorktown Management & Research 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	$406K	Sell	4,100 -2,050	-33%	-$270K	0.25%	156
2026 Q1	$880K	Hold	6,150	–	–	0.74%	30
2025 Q4	$763K	Buy	6,150 +2,050	+50%	+$268K	0.61%	40
2025 Q3	$563K	Hold	4,100	–	–	0.45%	72
2025 Q2	$320K	Hold	4,100	–	–	0.31%	158
2025 Q1	$235K	Hold	4,100	–	–	0.26%	186
2024 Q4	$313K	Buy	+4,100	New	+$300K	0.3%	166

Other funds holding PRIM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Yorktown Management & Research Company's PRIM Position: Q2 2026 in Review

Yorktown Management & Research Company reduced its Primoris Services (PRIM) stake by 33% in Q2 2026, selling an estimated $270K and leaving 4,100 shares worth $406K. The position accounts for 0.25% of the portfolio, ranked #156.

Yorktown Management & Research Company first reported a position in PRIM in Q4 2024 and has held it in 7 quarters since. The position peaked at $880K in Q1 2026. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

Yorktown Management & Research Company held 4,100 shares of Primoris Services worth $406K as of Q2 2026.
Yorktown Management & Research Company sold 2,050 Primoris Services shares in Q2 2026, an estimated $270K.
Primoris Services made up 0.25% of Yorktown Management & Research Company's portfolio in Q2 2026, its #156 holding.
Yorktown Management & Research Company first reported a position in Primoris Services in Q4 2024 and has held it in 7 quarters since.
Yorktown Management & Research Company's Primoris Services position peaked at $880K in Q1 2026.
449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.