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 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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Ashton Thomas Private Wealth's PRI Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its Primerica (PRI) stake by 110% in Q1 2026, buying an estimated $243K and bringing the position to 1,793 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #756.

Ashton Thomas Private Wealth first reported a position in PRI in Q2 2024 and has held it in 4 quarters since. 506 funds tracked by Wall St. Rank hold PRI as of Q1 2026.

Ashton Thomas Private Wealth held 1,793 shares of Primerica worth $449K as of Q1 2026.
Ashton Thomas Private Wealth bought 941 Primerica shares in Q1 2026, an estimated $243K.
Primerica made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #756 holding.
Ashton Thomas Private Wealth first reported a position in Primerica in Q2 2024 and has held it in 4 quarters since.
506 funds tracked by Wall St. Rank held Primerica as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.