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HB Wealth Management’s Primerica PRI Stock Holding History

HB 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 		$750K Buy
2,638
+303
+13% +$82.9K ﹤0.01% 893
2026
Q1 		$585K Sell
2,335
-49
-2% -$12.6K ﹤0.01% 902
2025
Q4 		$616K Sell
2,384
-50
-2% -$13K ﹤0.01% 815
2025
Q3 		$676K Buy
2,434
+1,025
+73% +$275K ﹤0.01% 729
2025
Q2 		$386K Sell
1,409
-679
-33% -$180K ﹤0.01% 840
2025
Q1 		$594K Buy
2,088
+38
+2% +$10.8K 0.01% 715
2024
Q4 		$556K Buy
2,050
+350
+21% +$99.2K 0.01% 580
2024
Q3 		$451K Buy
1,700
+86
+5% +$21.7K ﹤0.01% 617
2024
Q2 		$382K Buy
1,614
+131
+9% +$29.7K ﹤0.01% 627
2024
Q1 		$375K Buy
1,483
+31
+2% +$7.33K ﹤0.01% 582
2023
Q4 		$299K Buy
1,452
+12
+0.8% +$2.45K ﹤0.01% 614
2023
Q3 		$279K Hold
1,440
– – ﹤0.01% 589
2023
Q2 		$285K Buy
1,440
+227
+19% +$41.7K ﹤0.01% 560
2023
Q1 		$209K Buy
+1,213
New +$199K ﹤0.01% 664

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 $3.38T AUM 44.17% 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

HB Wealth Management's PRI Position: Q2 2026 in Review

HB Wealth Management increased its Primerica (PRI) stake by 13% in Q2 2026, buying an estimated $82.9K and bringing the position to 2,638 shares worth $750K. The position accounts for ﹤0.01% of the portfolio, ranked #893.

HB Wealth Management first reported a position in PRI in Q1 2023 and has held it in 14 quarters since. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • HB Wealth Management held 2,638 shares of Primerica worth $750K as of Q2 2026.
  • HB Wealth Management bought 303 Primerica shares in Q2 2026, an estimated $82.9K.
  • Primerica made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #893 holding.
  • HB Wealth Management first reported a position in Primerica in Q1 2023 and has held it in 14 quarters since.
  • 527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.