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Bay Harbor Wealth Management’s Primoris Services PRIM Stock Holding History

Bay Harbor Wealth Management’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 		$595 Sell
6
-5
-45% -$657 ﹤0.01% 1033
2026
Q1 		$1.57K Buy
11
+8
+267% +$1.17K ﹤0.01% 618
2025
Q4 		$372 Sell
3
-1
-25% -$131 ﹤0.01% 961
2025
Q3 		$549 Buy
4
+2
+100% +$215 ﹤0.01% 698
2025
Q2 		$156 Buy
2
+1
+100% +$68 ﹤0.01% 1002
2025
Q1 		$57 Buy
+1
New +$72 ﹤0.01% 1009

Other funds holding PRIM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bay Harbor Wealth Management's PRIM Position: Q2 2026 in Review

Bay Harbor Wealth Management reduced its Primoris Services (PRIM) stake by 45% in Q2 2026, selling an estimated $657 and leaving 6 shares worth $595. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

Bay Harbor Wealth Management first reported a position in PRIM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.57K in Q1 2026. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Bay Harbor Wealth Management held 6 shares of Primoris Services worth $595 as of Q2 2026.
  • Bay Harbor Wealth Management sold 5 Primoris Services shares in Q2 2026, an estimated $657.
  • Primoris Services made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1033 holding.
  • Bay Harbor Wealth Management first reported a position in Primoris Services in Q1 2025 and has held it in 6 quarters since.
  • Bay Harbor Wealth Management's Primoris Services position peaked at $1.57K in Q1 2026.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.