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
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

PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Elevation Wealth Partners's PRI Position: Q2 2026 in Review

Elevation Wealth Partners increased its Primerica (PRI) stake by 550% in Q2 2026, buying an estimated $12K and bringing the position to 52 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Elevation Wealth Partners first reported a position in PRI in Q4 2025 and has held it in 3 quarters since. 149 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Elevation Wealth Partners held 52 shares of Primerica worth $14.8K as of Q2 2026.
  • Elevation Wealth Partners bought 44 Primerica shares in Q2 2026, an estimated $12K.
  • Primerica made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #681 holding.
  • Elevation Wealth Partners first reported a position in Primerica in Q4 2025 and has held it in 3 quarters since.
  • 149 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.