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Argos Wealth Advisors’s Primerica PRI Stock Holding History

Argos 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
Q2 		$334K Sell
1,174
-789
-40% -$216K 0.09% 137
2026
Q1 		$492K Hold
1,963
– – 0.14% 83
2025
Q4 		$507K Buy
+1,963
New +$512K 0.14% 87

Other funds holding PRI

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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

Argos Wealth Advisors's PRI Position: Q2 2026 in Review

Argos Wealth Advisors reduced its Primerica (PRI) stake by 40% in Q2 2026, selling an estimated $216K and leaving 1,174 shares worth $334K. The position accounts for 0.09% of the portfolio, ranked #137.

Argos Wealth Advisors first reported a position in PRI in Q4 2025 and has held it in 3 quarters since. The position peaked at $507K in Q4 2025. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Argos Wealth Advisors held 1,174 shares of Primerica worth $334K as of Q2 2026.
  • Argos Wealth Advisors sold 789 Primerica shares in Q2 2026, an estimated $216K.
  • Primerica made up 0.09% of Argos Wealth Advisors's portfolio in Q2 2026, its #137 holding.
  • Argos Wealth Advisors first reported a position in Primerica in Q4 2025 and has held it in 3 quarters since.
  • Argos Wealth Advisors's Primerica position peaked at $507K in Q4 2025.
  • 527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Argos Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.