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Prestige Wealth Management Group’s Primoris Services PRIM Stock Holding History

Prestige Wealth Management Group’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 		$794 Buy
8
+5
+167% +$657 ﹤0.01% 956
2026
Q1 		$430 Buy
+3
New +$439 ﹤0.01% 982

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

Prestige Wealth Management Group's PRIM Position: Q2 2026 in Review

Prestige Wealth Management Group increased its Primoris Services (PRIM) stake by 167% in Q2 2026, buying an estimated $657 and bringing the position to 8 shares worth $794. The position accounts for ﹤0.01% of the portfolio, ranked #956.

Prestige Wealth Management Group first reported a position in PRIM in Q1 2026 and has held it in 2 quarters since. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Prestige Wealth Management Group held 8 shares of Primoris Services worth $794 as of Q2 2026.
  • Prestige Wealth Management Group bought 5 Primoris Services shares in Q2 2026, an estimated $657.
  • Primoris Services made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #956 holding.
  • Prestige Wealth Management Group first reported a position in Primoris Services in Q1 2026 and has held it in 2 quarters since.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.