Bogart Wealth LLC’s Primerica PRI Stock Holding History

Bogart Wealth LLC’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	$7.11K	Sell	25 -2	-7%	-$547	﹤0.01%	1109
2026 Q1	$6.76K	Buy	27 +4	+17%	+$1.03K	﹤0.01%	985
2025 Q4	$5.94K	Hold	23	–	–	﹤0.01%	964
2025 Q3	$6.38K	Hold	23	–	–	﹤0.01%	924
2025 Q2	$6.29K	Hold	23	–	–	﹤0.01%	888
2025 Q1	$6.54K	Hold	23	–	–	﹤0.01%	853
2024 Q4	$6.24K	Hold	23	–	–	﹤0.01%	835
2024 Q3	$6.1K	Hold	23	–	–	﹤0.01%	792
2024 Q2	$5.44K	Hold	23	–	–	﹤0.01%	770
2024 Q1	$5.82K	Hold	23	–	–	﹤0.01%	739
2023 Q4	$4.73K	Hold	23	–	–	﹤0.01%	758
2023 Q3	$4.46K	Hold	23	–	–	﹤0.01%	737
2023 Q2	$4.55K	Hold	23	–	–	﹤0.01%	728
2023 Q1	$3.96K	Buy	+23	New	+$3.77K	﹤0.01%	768

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

Bogart Wealth LLC's PRI Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Primerica (PRI) stake by 7.4% in Q2 2026, selling an estimated $547 and leaving 25 shares worth $7.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

Bogart Wealth LLC first reported a position in PRI in Q1 2023 and has held it in 14 quarters since. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Bogart Wealth LLC held 25 shares of Primerica worth $7.11K as of Q2 2026.
Bogart Wealth LLC sold 2 Primerica shares in Q2 2026, an estimated $547.
Primerica made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1109 holding.
Bogart Wealth LLC first reported a position in Primerica in Q1 2023 and has held it in 14 quarters since.
522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.