AWA
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Aaron Wealth Advisors’s Primoris Services PRIM Stock Holding History

Aaron Wealth Advisors’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 		$255K Buy
+3,417
New +$276K 0.01% 604

Other funds holding PRIM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Aaron Wealth Advisors's PRIM Position: Q3 2026 in Review

Aaron Wealth Advisors opened a new position in Primoris Services (PRIM) in Q3 2026: 3,417 shares worth $255K. The stake represents 0.01% of the portfolio and ranks #604 among its holdings.

17 funds tracked by Wall St. Rank hold PRIM as of Q3 2026.

  • Aaron Wealth Advisors held 3,417 shares of Primoris Services worth $255K as of Q3 2026.
  • Primoris Services was a new Aaron Wealth Advisors position in Q3 2026.
  • Primoris Services made up 0.01% of Aaron Wealth Advisors's portfolio in Q3 2026, its #604 holding.
  • 17 funds tracked by Wall St. Rank held Primoris Services as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.