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Aaron Wealth Advisors’s Primerica PRI Stock Holding History

Aaron Wealth Advisors’s Portfolio PRI Stock Details PRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$456K Buy
1,606
+778
+94% +$213K 0.02% 445
2026
Q1 		$207K Sell
828
-1,313
-61% -$339K 0.01% 668
2025
Q4 		$553K Buy
2,141
+1,228
+135% +$320K 0.03% 409
2025
Q3 		$253K Buy
+913
New +$245K 0.02% 569

Other funds holding PRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Aaron Wealth Advisors's PRI Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Primerica (PRI) stake by 94% in Q2 2026, buying an estimated $213K and bringing the position to 1,606 shares worth $456K. The position accounts for 0.02% of the portfolio, ranked #445.

Aaron Wealth Advisors first reported a position in PRI in Q3 2025 and has held it in 4 quarters since. The position peaked at $553K in Q4 2025. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Aaron Wealth Advisors held 1,606 shares of Primerica worth $456K as of Q2 2026.
  • Aaron Wealth Advisors bought 778 Primerica shares in Q2 2026, an estimated $213K.
  • Primerica made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #445 holding.
  • Aaron Wealth Advisors first reported a position in Primerica in Q3 2025 and has held it in 4 quarters since.
  • Aaron Wealth Advisors's Primerica position peaked at $553K in Q4 2025.
  • 526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.