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 Q3	$2.72K	Hold	10	–	–	﹤0.01%	564
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

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

VIPI

Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

DiNuzzo Private Wealth's PRI Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Primerica (PRI) position steady in Q3 2026 at 10 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

DiNuzzo Private Wealth first reported a position in PRI in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.45K in Q3 2024. 55 funds tracked by Wall St. Rank hold PRI as of Q3 2026.

DiNuzzo Private Wealth held 10 shares of Primerica worth $2.72K as of Q3 2026.
DiNuzzo Private Wealth left its Primerica share count unchanged in Q3 2026.
Primerica made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #564 holding.
DiNuzzo Private Wealth first reported a position in Primerica in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Primerica position peaked at $3.45K in Q3 2024.
55 funds tracked by Wall St. Rank held Primerica as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.