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Golden State Wealth Management’s Primerica PRI Stock Holding History

Golden State Wealth Management’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 		$13.2K Hold
46
– – ﹤0.01% 1049
2026
Q1 		$11.6K Hold
46
– – ﹤0.01% 1055
2025
Q4 		$11.9K Hold
46
– – ﹤0.01% 1062
2025
Q3 		$12.8K Hold
46
– – ﹤0.01% 1044
2025
Q2 		$12.6K Sell
46
-77
-63% -$20.4K ﹤0.01% 1016
2025
Q1 		$35K Hold
123
– – 0.01% 669
2024
Q4 		$33.4K Buy
+123
New +$34.9K 0.01% 653

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

Golden State Wealth Management's PRI Position: Q2 2026 in Review

Golden State Wealth Management held its Primerica (PRI) position steady in Q2 2026 at 46 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

Golden State Wealth Management first reported a position in PRI in Q4 2024 and has held it in 7 quarters since. The position peaked at $35K in Q1 2025. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Golden State Wealth Management held 46 shares of Primerica worth $13.2K as of Q2 2026.
  • Golden State Wealth Management left its Primerica share count unchanged in Q2 2026.
  • Primerica made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1049 holding.
  • Golden State Wealth Management first reported a position in Primerica in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's Primerica position peaked at $35K in Q1 2025.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.