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Kassira Wealth Management’s Primoris Services PRIM Stock Holding History

Kassira 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 		$235K Buy
2,370
+7
+0.3% +$920 0.19% 58
2026
Q1 		$338K Buy
+2,363
New +$346K 0.31% 49

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

Kassira Wealth Management's PRIM Position: Q2 2026 in Review

Kassira Wealth Management increased its Primoris Services (PRIM) stake by 0.3% in Q2 2026, buying an estimated $920 and bringing the position to 2,370 shares worth $235K. The position accounts for 0.19% of the portfolio, ranked #58.

Kassira Wealth Management first reported a position in PRIM in Q1 2026 and has held it in 2 quarters since. The position peaked at $338K in Q1 2026. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Kassira Wealth Management held 2,370 shares of Primoris Services worth $235K as of Q2 2026.
  • Kassira Wealth Management bought 7 Primoris Services shares in Q2 2026, an estimated $920.
  • Primoris Services made up 0.19% of Kassira Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Kassira Wealth Management first reported a position in Primoris Services in Q1 2026 and has held it in 2 quarters since.
  • Kassira Wealth Management's Primoris Services position peaked at $338K in Q1 2026.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Kassira Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.