AW
PRI icon

Avion Wealth’s Primerica PRI Stock Holding History

Avion 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
Q3 		– Sell
-3
Closed – – 1637
2026
Q2 		$0 Hold
3
– – ﹤0.01% 1668
2026
Q1 		$0 Sell
3
-4
-57% -$1.03K ﹤0.01% 1524
2025
Q4 		$1K Hold
7
– – ﹤0.01% 1111
2025
Q3 		$1K Buy
7
+2
+40% +$537 ﹤0.01% 1084
2025
Q2 		$1K Buy
5
+2
+67% +$530 ﹤0.01% 1043
2025
Q1 		$0 Buy
+3
New +$855 ﹤0.01% 1291
2024
Q4 		– Sell
-3
Closed – – 1226
2024
Q3 		$0 Hold
3
– – ﹤0.01% 1265
2024
Q2 		$0 Hold
3
– – ﹤0.01% 1185
2024
Q1 		$1K Hold
3
– – ﹤0.01% 1038
2023
Q4 		$1K Sell
3
-10
-77% -$2.04K ﹤0.01% 925
2023
Q3 		$1K Buy
13
+5
+63% +$1.02K ﹤0.01% 709
2023
Q2 		$0 Buy
+8
New +$1.47K ﹤0.01% 970

Other funds holding PRI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Academy Capital Management
Academy Capital Management Waco, Texas $743M AUM 12.3% 1-Year Est. Return
PhiloSmith Capital
PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

Avion Wealth's PRI Position: Q3 2026 in Review

Avion Wealth sold out of Primerica (PRI) in Q3 2026, closing a stake of 3 shares.

Avion Wealth first reported a position in PRI in Q2 2023 and held it in 12 quarters. The position peaked at $1K in Q4 2025. 259 funds tracked by Wall St. Rank hold PRI as of Q3 2026.

  • Avion Wealth reported no remaining Primerica position as of Q3 2026 after selling out during the quarter.
  • Avion Wealth sold 3 Primerica shares in Q3 2026.
  • Avion Wealth first reported a position in Primerica in Q2 2023 and held it in 12 quarters.
  • Avion Wealth's Primerica position peaked at $1K in Q4 2025.
  • 259 funds tracked by Wall St. Rank held Primerica as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.