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Fifth Third Wealth Advisors’s Primerica PRI Stock Holding History

Fifth Third Wealth Advisors’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 		$586K Buy
2,061
+880
+75% +$241K 0.02% 442
2026
Q1 		$296K Buy
1,181
+405
+52% +$104K 0.01% 606
2025
Q4 		$200K Sell
776
-11
-1% -$2.87K 0.01% 767
2025
Q3 		$218K Buy
787
+13
+2% +$3.49K 0.01% 708
2025
Q2 		$212K Buy
774
+2
+0.3% +$530 0.01% 687
2025
Q1 		$220K Buy
772
+3
+0.4% +$855 0.01% 635
2024
Q4 		$209K Hold
769
– – 0.01% 683
2024
Q3 		$204K Sell
769
-361
-32% -$91.2K 0.01% 667
2024
Q2 		$267K Buy
+1,130
New +$256K 0.02% 457

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 $3.37T AUM 44.26% 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

Fifth Third Wealth Advisors's PRI Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its Primerica (PRI) stake by 75% in Q2 2026, buying an estimated $241K and bringing the position to 2,061 shares worth $586K. The position accounts for 0.02% of the portfolio, ranked #442.

Fifth Third Wealth Advisors first reported a position in PRI in Q2 2024 and has held it in 9 quarters since. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Fifth Third Wealth Advisors held 2,061 shares of Primerica worth $586K as of Q2 2026.
  • Fifth Third Wealth Advisors bought 880 Primerica shares in Q2 2026, an estimated $241K.
  • Primerica made up 0.02% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #442 holding.
  • Fifth Third Wealth Advisors first reported a position in Primerica in Q2 2024 and has held it in 9 quarters since.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.