Action Point Financial Planning’s Primoris Services PRIM Stock Holding History

Action Point Financial Planning’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	$3.47K	Buy	+36	New	+$4.73K	﹤0.01%	1987

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

Action Point Financial Planning's PRIM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Primoris Services (PRIM) in Q2 2026: 36 shares worth $3.47K. The stake represents ﹤0.01% of the portfolio and ranks #1987 among its holdings.

447 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

Action Point Financial Planning held 36 shares of Primoris Services worth $3.47K as of Q2 2026.
Primoris Services was a new Action Point Financial Planning position in Q2 2026.
Primoris Services made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1987 holding.
447 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.