Cornerstone Financial Management’s Primoris Services PRIM Stock Holding History

Cornerstone Financial 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	$991	Buy	+10	New	+$1.31K	﹤0.01%	1116

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

Cornerstone Financial Management's PRIM Position: Q2 2026 in Review

Cornerstone Financial Management opened a new position in Primoris Services (PRIM) in Q2 2026: 10 shares worth $991. The stake represents ﹤0.01% of the portfolio and ranks #1116 among its holdings.

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

Cornerstone Financial Management held 10 shares of Primoris Services worth $991 as of Q2 2026.
Primoris Services was a new Cornerstone Financial Management position in Q2 2026.
Primoris Services made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1116 holding.
449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.