Apollon Wealth Management’s Primerica PRI Stock Holding History

Apollon 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
2026 Q2	$577K	Sell	2,031 -1,194	-37%	-$327K	0.01%	951
2026 Q1	$808K	Sell	3,225 -32	-1%	-$8.25K	0.01%	681
2025 Q4	$841K	Sell	3,257 -25	-0.8%	-$6.52K	0.01%	646
2025 Q3	$911K	Buy	3,282 +214	+7%	+$57.5K	0.02%	598
2025 Q2	$840K	Sell	3,068 -67	-2%	-$17.8K	0.02%	606
2025 Q1	$892K	Sell	3,135 -4	-0.1%	-$1.14K	0.02%	545
2024 Q4	$852K	Sell	3,139 -32	-1%	-$9.07K	0.02%	568
2024 Q3	$841K	Buy	3,171 +3	+0.1%	+$758	0.02%	538
2024 Q2	$749K	Sell	3,168 -35	-1%	-$7.94K	0.02%	556
2024 Q1	$810K	Sell	3,203 -409	-11%	-$96.7K	0.03%	532
2023 Q4	$743K	Buy	+3,612	New	+$738K	0.03%	546

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 $3.38T AUM 44.17% 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

Apollon Wealth Management's PRI Position: Q2 2026 in Review

Apollon Wealth Management reduced its Primerica (PRI) stake by 37% in Q2 2026, selling an estimated $327K and leaving 2,031 shares worth $577K. The position accounts for 0.01% of the portfolio, ranked #951.

Apollon Wealth Management first reported a position in PRI in Q4 2023 and has held it in 11 quarters since. The position peaked at $911K in Q3 2025. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Apollon Wealth Management held 2,031 shares of Primerica worth $577K as of Q2 2026.
Apollon Wealth Management sold 1,194 Primerica shares in Q2 2026, an estimated $327K.
Primerica made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #951 holding.
Apollon Wealth Management first reported a position in Primerica in Q4 2023 and has held it in 11 quarters since.
Apollon Wealth Management's Primerica position peaked at $911K in Q3 2025.
527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.