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
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

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

Avion Wealth's PRI Position: Q2 2026 in Review

Avion Wealth held its Primerica (PRI) position steady in Q2 2026 at 3 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1668.

Avion Wealth first reported a position in PRI in Q2 2023 and has held it in 12 quarters since. The position peaked at $1K in Q4 2025. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Avion Wealth held 3 shares of Primerica worth $0 as of Q2 2026.
  • Avion Wealth left its Primerica share count unchanged in Q2 2026.
  • Primerica made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1668 holding.
  • Avion Wealth first reported a position in Primerica in Q2 2023 and has held it in 12 quarters since.
  • Avion Wealth's Primerica position peaked at $1K in Q4 2025.
  • 526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.