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Integrated Wealth Concepts’s Primoris Services PRIM Stock Holding History

Integrated Wealth Concepts’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 		$124K Buy
+1,248
New +$164K ﹤0.01% 2649

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

Integrated Wealth Concepts's PRIM Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Primoris Services (PRIM) in Q2 2026: 1,248 shares worth $124K. The stake represents ﹤0.01% of the portfolio and ranks #2649 among its holdings.

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

  • Integrated Wealth Concepts held 1,248 shares of Primoris Services worth $124K as of Q2 2026.
  • Primoris Services was a new Integrated Wealth Concepts position in Q2 2026.
  • Primoris Services made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2649 holding.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.