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Bullock Wealth Management’s Primerica PRI Stock Holding History

Bullock 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 		$11.7K Hold
40
– – 0.01% 423
2026
Q1 		$10.2K Hold
40
– – 0.01% 419
2025
Q4 		$10.3K Hold
40
– – 0.01% 401
2025
Q3 		$11.1K Hold
40
– – 0.01% 404
2025
Q2 		$11.1K Hold
40
– – 0.01% 383
2025
Q1 		$11.5K Hold
40
– – 0.01% 362
2024
Q4 		$10.9K Hold
40
– – 0.01% 382
2024
Q3 		$10.6K Hold
40
– – 0.01% 364
2024
Q2 		$9.49K Buy
+40
New +$9.07K 0.01% 361

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 $3.38T AUM 44.17% 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

Bullock Wealth Management's PRI Position: Q2 2026 in Review

Bullock Wealth Management held its Primerica (PRI) position steady in Q2 2026 at 40 shares worth $11.7K. The position accounts for 0.01% of the portfolio, ranked #423.

Bullock Wealth Management first reported a position in PRI in Q2 2024 and has held it in 9 quarters since. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Bullock Wealth Management held 40 shares of Primerica worth $11.7K as of Q2 2026.
  • Bullock Wealth Management left its Primerica share count unchanged in Q2 2026.
  • Primerica made up 0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #423 holding.
  • Bullock Wealth Management first reported a position in Primerica in Q2 2024 and has held it in 9 quarters since.
  • 527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.