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RAFFA WEALTH MANAGEMENT, LLC’s Primoris Services PRIM Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return
FDS
Freedom Day Solutions Houston, Texas $452M AUM 24.78% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's PRIM Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC 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, LLC first reported a position in PRIM in Q1 2026 and has held it in 2 quarters since. 95 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

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

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.