EWP
PRI icon

Elevation Wealth Partners’s Primerica PRI Stock Holding History

Elevation Wealth Partners’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 		$18.8K Buy
69
+17
+33% +$5.12K 0.01% 702
2026
Q2 		$14.8K Buy
52
+44
+550% +$12K ﹤0.01% 681
2026
Q1 		$2K Hold
8
– – ﹤0.01% 912
2025
Q4 		$2.07K Buy
+8
New +$2.09K ﹤0.01% 786

Other funds holding PRI

AIM
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
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

Elevation Wealth Partners's PRI Position: Q3 2026 in Review

Elevation Wealth Partners increased its Primerica (PRI) stake by 33% in Q3 2026, buying an estimated $5.12K and bringing the position to 69 shares worth $18.8K. The position accounts for 0.01% of the portfolio, ranked #702.

Elevation Wealth Partners first reported a position in PRI in Q4 2025 and has held it in 4 quarters since. 16 funds tracked by Wall St. Rank hold PRI as of Q3 2026.

  • Elevation Wealth Partners held 69 shares of Primerica worth $18.8K as of Q3 2026.
  • Elevation Wealth Partners bought 17 Primerica shares in Q3 2026, an estimated $5.12K.
  • Primerica made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #702 holding.
  • Elevation Wealth Partners first reported a position in Primerica in Q4 2025 and has held it in 4 quarters since.
  • 16 funds tracked by Wall St. Rank held Primerica as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.