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Mascoma Wealth Management’s Primoris Services PRIM Stock Holding History

Mascoma 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 		$396 Buy
+4
New +$526 ﹤0.01% 572

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

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

Mascoma Wealth Management opened a new position in Primoris Services (PRIM) in Q2 2026: 4 shares worth $396. The stake represents ﹤0.01% of the portfolio and ranks #572 among its holdings.

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

  • Mascoma Wealth Management held 4 shares of Primoris Services worth $396 as of Q2 2026.
  • Primoris Services was a new Mascoma Wealth Management position in Q2 2026.
  • Primoris Services made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #572 holding.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.