Action Point Financial Planning’s Primerica PRI Stock Holding History

Action Point Financial Planning’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	$5.68K	Buy	+20	New	+$5.47K	﹤0.01%	1756

Other funds holding PRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Action Point Financial Planning's PRI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Primerica (PRI) in Q2 2026: 20 shares worth $5.68K. The stake represents ﹤0.01% of the portfolio and ranks #1756 among its holdings.

522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Action Point Financial Planning held 20 shares of Primerica worth $5.68K as of Q2 2026.
Primerica was a new Action Point Financial Planning position in Q2 2026.
Primerica made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1756 holding.
522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.