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Ashton Thomas Private Wealth’s Primerica PRI Stock Holding History

Ashton Thomas Private Wealth’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 		$416K Sell
1,462
-331
-18% -$90.5K 0.01% 848
2026
Q1 		$449K Buy
1,793
+941
+110% +$243K 0.01% 756
2025
Q4 		$220K Buy
852
+59
+7% +$15.4K 0.01% 930
2025
Q3 		$220K Buy
+793
New +$213K 0.01% 905
2024
Q3 		– Sell
-67
Closed -$15.9K – 1513
2024
Q2 		$15.9K Buy
+67
New +$15.2K ﹤0.01% 1211

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 $3.37T AUM 44.26% 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

Ashton Thomas Private Wealth's PRI Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its Primerica (PRI) stake by 18% in Q2 2026, selling an estimated $90.5K and leaving 1,462 shares worth $416K. The position accounts for 0.01% of the portfolio, ranked #848.

Ashton Thomas Private Wealth first reported a position in PRI in Q2 2024 and has held it in 5 quarters since. The position peaked at $449K in Q1 2026. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Ashton Thomas Private Wealth held 1,462 shares of Primerica worth $416K as of Q2 2026.
  • Ashton Thomas Private Wealth sold 331 Primerica shares in Q2 2026, an estimated $90.5K.
  • Primerica made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #848 holding.
  • Ashton Thomas Private Wealth first reported a position in Primerica in Q2 2024 and has held it in 5 quarters since.
  • Ashton Thomas Private Wealth's Primerica position peaked at $449K in Q1 2026.
  • 526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.