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AE Wealth Management’s Primerica PRI Stock Holding History

AE Wealth Management’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
2025
Q4 		– Sell
-811
Closed -$225K – 2537
2025
Q3 		$225K Buy
811
+9
+1% +$2.42K ﹤0.01% 1341
2025
Q2 		$220K Buy
802
+5
+0.6% +$1.32K ﹤0.01% 1264
2025
Q1 		$227K Buy
+797
New +$227K ﹤0.01% 1222

Other funds holding PRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AE Wealth Management's PRI Position: Q4 2025 in Review

AE Wealth Management sold out of Primerica (PRI) in Q4 2025, closing a stake of 811 shares — an estimated $225K sold.

AE Wealth Management first reported a position in PRI in Q1 2025 and held it in 3 quarters. The position peaked at $227K in Q1 2025. 514 funds tracked by Wall St. Rank hold PRI as of Q4 2025.

  • AE Wealth Management reported no remaining Primerica position as of Q4 2025 after selling out during the quarter.
  • AE Wealth Management sold 811 Primerica shares in Q4 2025, an estimated $225K.
  • AE Wealth Management first reported a position in Primerica in Q1 2025 and held it in 3 quarters.
  • AE Wealth Management's Primerica position peaked at $227K in Q1 2025.
  • 514 funds tracked by Wall St. Rank held Primerica as of Q4 2025.

Based on AE Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.