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Fourth Dimension Wealth’s Primerica PRI Stock Holding History

Fourth Dimension 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
Q2 		$8.53K Hold
30
– – ﹤0.01% 491
2026
Q1 		$7.51K Hold
30
– – ﹤0.01% 447
2025
Q4 		$7.75K Hold
30
– – ﹤0.01% 440
2025
Q3 		$8.33K Hold
30
– – ﹤0.01% 438
2025
Q2 		$8.21K Hold
30
– – ﹤0.01% 439
2025
Q1 		$8.54K Hold
30
– – ﹤0.01% 434
2024
Q4 		$8.14K Buy
+30
New +$8.51K ﹤0.01% 449

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

Fourth Dimension Wealth's PRI Position: Q2 2026 in Review

Fourth Dimension Wealth held its Primerica (PRI) position steady in Q2 2026 at 30 shares worth $8.53K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Fourth Dimension Wealth first reported a position in PRI in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.54K in Q1 2025. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Fourth Dimension Wealth held 30 shares of Primerica worth $8.53K as of Q2 2026.
  • Fourth Dimension Wealth left its Primerica share count unchanged in Q2 2026.
  • Primerica made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #491 holding.
  • Fourth Dimension Wealth first reported a position in Primerica in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's Primerica position peaked at $8.54K in Q1 2025.
  • 526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.