Bartlett & Co Wealth Management’s Primerica PRI Stock Holding History

Bartlett & Co 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
2026 Q2	$19.3K	Hold	68	–	–	﹤0.01%	895
2026 Q1	$18.4K	Hold	68	–	–	﹤0.01%	831
2025 Q4	$17.6K	Hold	68	–	–	﹤0.01%	840
2025 Q3	$18.9K	Hold	68	–	–	﹤0.01%	830
2025 Q2	$18.6K	Sell	68 -20	-23%	-$5.3K	﹤0.01%	825
2025 Q1	$25K	Hold	88	–	–	﹤0.01%	784
2024 Q4	$23.9K	Hold	88	–	–	﹤0.01%	783
2024 Q3	$23.3K	Hold	88	–	–	﹤0.01%	792
2024 Q2	$20.8K	Hold	88	–	–	﹤0.01%	812
2024 Q1	$22.3K	Hold	88	–	–	﹤0.01%	804
2023 Q4	$18.2K	Hold	88	–	–	﹤0.01%	898
2023 Q3	$17.1K	Hold	88	–	–	﹤0.01%	854
2023 Q2	$17.4K	Hold	88	–	–	﹤0.01%	845
2023 Q1	$15.2K	Hold	88	–	–	﹤0.01%	758
2022 Q4	$12.5K	Hold	88	–	–	﹤0.01%	798
2022 Q3	$10.9K	Sell	88 -78	-47%	-$9.89K	﹤0.01%	814
2022 Q2	$19.9K	Buy	+166	New	+$20.9K	﹤0.01%	741

Other funds holding PRI

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Bartlett & Co Wealth Management's PRI Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Primerica (PRI) position steady in Q2 2026 at 68 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

Bartlett & Co Wealth Management first reported a position in PRI in Q2 2022 and has held it in 17 quarters since. The position peaked at $25K in Q1 2025. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Bartlett & Co Wealth Management held 68 shares of Primerica worth $19.3K as of Q2 2026.
Bartlett & Co Wealth Management left its Primerica share count unchanged in Q2 2026.
Primerica made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #895 holding.
Bartlett & Co Wealth Management first reported a position in Primerica in Q2 2022 and has held it in 17 quarters since.
Bartlett & Co Wealth Management's Primerica position peaked at $25K in Q1 2025.
526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.