MassMutual Private Wealth & Trust’s Primoris Services PRIM Stock Holding History

MassMutual Private Wealth & Trust’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 Q3	$3.65K	Buy	49 +18	+58%	+$1.45K	﹤0.01%	1732
2026 Q2	$3.07K	Sell	31 -8	-21%	-$1.05K	﹤0.01%	1866
2026 Q1	$5.58K	Buy	39 +6	+18%	+$878	﹤0.01%	1631
2025 Q4	$4.1K	Buy	33 +27	+450%	+$3.52K	﹤0.01%	1760
2025 Q3	$824	Hold	6	–	–	﹤0.01%	2172
2025 Q2	$468	Hold	6	–	–	﹤0.01%	2228
2025 Q1	$344	Hold	6	–	–	﹤0.01%	2265
2024 Q4	$458	Hold	6	–	–	﹤0.01%	2151
2024 Q3	$348	Hold	6	–	–	﹤0.01%	2030
2024 Q2	$299	Buy	+6	New	+$297	﹤0.01%	2024

Other funds holding PRIM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HWM

Horizons Wealth Management Asheville, North Carolina $160M AUM

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MassMutual Private Wealth & Trust's PRIM Position: Q3 2026 in Review

MassMutual Private Wealth & Trust increased its Primoris Services (PRIM) stake by 58% in Q3 2026, buying an estimated $1.45K and bringing the position to 49 shares worth $3.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1732.

MassMutual Private Wealth & Trust first reported a position in PRIM in Q2 2024 and has held it in 10 quarters since. The position peaked at $5.58K in Q1 2026. 15 funds tracked by Wall St. Rank hold PRIM as of Q3 2026.

MassMutual Private Wealth & Trust held 49 shares of Primoris Services worth $3.65K as of Q3 2026.
MassMutual Private Wealth & Trust bought 18 Primoris Services shares in Q3 2026, an estimated $1.45K.
Primoris Services made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1732 holding.
MassMutual Private Wealth & Trust first reported a position in Primoris Services in Q2 2024 and has held it in 10 quarters since.
MassMutual Private Wealth & Trust's Primoris Services position peaked at $5.58K in Q1 2026.
15 funds tracked by Wall St. Rank held Primoris Services as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.