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Raffa Wealth Management’s Primoris Services PRIM Stock Holding History

Raffa 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 		$694 Buy
7
+6
+600% +$789 ﹤0.01% 1121
2026
Q1 		$143 Buy
+1
New +$146 ﹤0.01% 1236

Other funds holding PRIM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Raffa Wealth Management increased its Primoris Services (PRIM) stake by 600% in Q2 2026, buying an estimated $789 and bringing the position to 7 shares worth $694. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

Raffa Wealth Management first reported a position in PRIM in Q1 2026 and has held it in 2 quarters since. 410 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Raffa Wealth Management held 7 shares of Primoris Services worth $694 as of Q2 2026.
  • Raffa Wealth Management bought 6 Primoris Services shares in Q2 2026, an estimated $789.
  • Primoris Services made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1121 holding.
  • Raffa Wealth Management first reported a position in Primoris Services in Q1 2026 and has held it in 2 quarters since.
  • 410 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.