AWM
PRI icon

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
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

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return