Aaron Wealth Advisors
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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
Q3 		$345K Sell
1,266
-340
-21% -$102K 0.02% 537
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

PhiloSmith Capital
PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Aaron Wealth Advisors's PRI Position: Q3 2026 in Review

Aaron Wealth Advisors reduced its Primerica (PRI) stake by 21% in Q3 2026, selling an estimated $102K and leaving 1,266 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #537.

Aaron Wealth Advisors first reported a position in PRI in Q3 2025 and has held it in 5 quarters since. The position peaked at $553K in Q4 2025. 103 funds tracked by Wall St. Rank hold PRI as of Q3 2026.

  • Aaron Wealth Advisors held 1,266 shares of Primerica worth $345K as of Q3 2026.
  • Aaron Wealth Advisors sold 340 Primerica shares in Q3 2026, an estimated $102K.
  • Primerica made up 0.02% of Aaron Wealth Advisors's portfolio in Q3 2026, its #537 holding.
  • Aaron Wealth Advisors first reported a position in Primerica in Q3 2025 and has held it in 5 quarters since.
  • Aaron Wealth Advisors's Primerica position peaked at $553K in Q4 2025.
  • 103 funds tracked by Wall St. Rank held Primerica as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.