DiNuzzo Private Wealth’s Primerica PRI Stock Holding History

DiNuzzo Private 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	$2.84K	Sell	10 -1	-9%	-$274	﹤0.01%	559
2026 Q1	$2.76K	Hold	11	–	–	﹤0.01%	537
2025 Q4	$2.84K	Hold	11	–	–	﹤0.01%	523
2025 Q3	$2.96K	Hold	11	–	–	﹤0.01%	506
2025 Q2	$3.01K	Sell	11 -1	-8%	-$265	﹤0.01%	489
2025 Q1	$3.42K	Buy	12 +1	+9%	+$285	﹤0.01%	431
2024 Q4	$2.99K	Sell	11 -2	-15%	-$567	﹤0.01%	468
2024 Q3	$3.45K	Buy	13 +2	+18%	+$505	﹤0.01%	444
2024 Q2	$2.6K	Buy	11 +1	+10%	+$227	﹤0.01%	432
2024 Q1	$2.53K	Hold	10	–	–	﹤0.01%	394
2023 Q4	$2.06K	Buy	+10	New	+$2.04K	﹤0.01%	427

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

DiNuzzo Private Wealth's PRI Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its Primerica (PRI) stake by 9.1% in Q2 2026, selling an estimated $274 and leaving 10 shares worth $2.84K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

DiNuzzo Private Wealth first reported a position in PRI in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.45K in Q3 2024. 525 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

DiNuzzo Private Wealth held 10 shares of Primerica worth $2.84K as of Q2 2026.
DiNuzzo Private Wealth sold 1 Primerica share in Q2 2026, an estimated $274.
Primerica made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #559 holding.
DiNuzzo Private Wealth first reported a position in Primerica in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's Primerica position peaked at $3.45K in Q3 2024.
525 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.