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Creative Financial Designs’s Primoris Services PRIM Stock Holding History

Creative Financial Designs’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 		$1.09K Hold
11
– – ﹤0.01% 2010
2026
Q1 		$1.57K Hold
11
– – ﹤0.01% 1818
2025
Q4 		$1.37K Hold
11
– – ﹤0.01% 1747
2025
Q3 		$1.51K Hold
11
– – ﹤0.01% 1737
2025
Q2 		$857 Hold
11
– – ﹤0.01% 1812
2025
Q1 		$632 Buy
+11
New +$795 ﹤0.01% 1874

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

Creative Financial Designs's PRIM Position: Q2 2026 in Review

Creative Financial Designs held its Primoris Services (PRIM) position steady in Q2 2026 at 11 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #2010.

Creative Financial Designs 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.

  • Creative Financial Designs held 11 shares of Primoris Services worth $1.09K as of Q2 2026.
  • Creative Financial Designs left its Primoris Services share count unchanged in Q2 2026.
  • Primoris Services made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #2010 holding.
  • Creative Financial Designs first reported a position in Primoris Services in Q1 2025 and has held it in 6 quarters since.
  • Creative Financial Designs'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 Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.