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Forthright Family Wealth Advisory’s Primerica PRI Stock Holding History

Forthright Family Wealth Advisory’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 		$217K Buy
+763
New +$209K 0.12% 55
2025
Q4 		– Sell
-763
Closed -$212K – 55
2025
Q3 		$212K Hold
763
– – 0.13% 53
2025
Q2 		$209K Hold
763
– – 0.13% 49
2025
Q1 		$217K Hold
763
– – 0.14% 51
2024
Q4 		$207K Hold
763
– – 0.13% 57
2024
Q3 		$226K Buy
+763
New +$193K 0.14% 58

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

Forthright Family Wealth Advisory's PRI Position: Q2 2026 in Review

Forthright Family Wealth Advisory opened a new position in Primerica (PRI) in Q2 2026: 763 shares worth $217K. The stake represents 0.12% of the portfolio and ranks #55 among its holdings. This is a return to the name: Forthright Family Wealth Advisory previously reported a position in PRI as recently as Q3 2025.

Forthright Family Wealth Advisory first reported a position in PRI in Q3 2024 and has held it in 6 quarters since. The position peaked at $226K in Q3 2024. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Forthright Family Wealth Advisory held 763 shares of Primerica worth $217K as of Q2 2026.
  • Primerica was a new Forthright Family Wealth Advisory position in Q2 2026.
  • Primerica made up 0.12% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #55 holding.
  • Forthright Family Wealth Advisory first reported a position in Primerica in Q3 2024 and has held it in 6 quarters since.
  • Forthright Family Wealth Advisory's Primerica position peaked at $226K in Q3 2024.
  • 526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.