Axxcess Wealth Management’s Primerica PRI Stock Holding History

Axxcess Wealth Management’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
2025 Q4	–	Sell	-795	Closed	-$221K	–	1085
2025 Q3	$221K	Sell	795 -4	-0.5%	-$1.07K	﹤0.01%	856
2025 Q2	$219K	Sell	799 -47	-6%	-$12.5K	0.01%	821
2025 Q1	$241K	Buy	846 +2	+0.2%	+$570	0.01%	762
2024 Q4	$229K	Buy	844 +10	+1%	+$2.83K	0.01%	767
2024 Q3	$221K	Buy	+834	New	+$211K	0.01%	813
2024 Q2	–	Sell	-809	Closed	-$205K	–	921
2024 Q1	$205K	Buy	+809	New	+$191K	0.01%	816

Other funds holding PRI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Axxcess Wealth Management's PRI Position: Q4 2025 in Review

Axxcess Wealth Management sold out of Primerica (PRI) in Q4 2025, closing a stake of 795 shares — an estimated $221K sold.

Axxcess Wealth Management first reported a position in PRI in Q1 2024 and held it in 6 quarters. The position peaked at $241K in Q1 2025. 514 funds tracked by Wall St. Rank hold PRI as of Q4 2025.

Axxcess Wealth Management reported no remaining Primerica position as of Q4 2025 after selling out during the quarter.
Axxcess Wealth Management sold 795 Primerica shares in Q4 2025, an estimated $221K.
Axxcess Wealth Management first reported a position in Primerica in Q1 2024 and held it in 6 quarters.
Axxcess Wealth Management's Primerica position peaked at $241K in Q1 2025.
514 funds tracked by Wall St. Rank held Primerica as of Q4 2025.

Based on Axxcess Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.