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Mirabella Financial Services’s Primoris Services PRIM Stock Holding History

Mirabella Financial Services’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 		– Sell
-1,755
Closed -$251K – 1062
2026
Q1 		$251K Sell
1,755
-558
-24% -$81.7K 0.02% 608
2025
Q4 		$287K Buy
+2,313
New +$302K 0.03% 473
2024
Q2 		– Sell
-7,327
Closed -$312K – 642
2024
Q1 		$312K Buy
+7,327
New +$270K 0.02% 382

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

Mirabella Financial Services's PRIM Position: Q2 2026 in Review

Mirabella Financial Services sold out of Primoris Services (PRIM) in Q2 2026, closing a stake of 1,755 shares — an estimated $251K sold.

Mirabella Financial Services first reported a position in PRIM in Q1 2024 and held it in 3 quarters. The position peaked at $312K in Q1 2024. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Mirabella Financial Services reported no remaining Primoris Services position as of Q2 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 1,755 Primoris Services shares in Q2 2026, an estimated $251K.
  • Mirabella Financial Services first reported a position in Primoris Services in Q1 2024 and held it in 3 quarters.
  • Mirabella Financial Services's Primoris Services position peaked at $312K in Q1 2024.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.