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High Note Wealth’s Primerica PRI Stock Holding History

High Note 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 		$4.55K Hold
16
– – ﹤0.01% 631
2026
Q1 		$4.01K Sell
16
-1
-6% -$258 ﹤0.01% 622
2025
Q4 		$4.39K Buy
17
+1
+6% +$261 ﹤0.01% 566
2025
Q3 		$4.44K Hold
16
– – ﹤0.01% 528
2025
Q2 		$4.38K Hold
16
– – ﹤0.01% 484
2025
Q1 		$4.55K Hold
16
– – ﹤0.01% 455
2024
Q4 		$4.34K Buy
+16
New +$4.54K ﹤0.01% 509

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

High Note Wealth's PRI Position: Q2 2026 in Review

High Note Wealth held its Primerica (PRI) position steady in Q2 2026 at 16 shares worth $4.55K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

High Note Wealth first reported a position in PRI in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.55K in Q1 2025. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • High Note Wealth held 16 shares of Primerica worth $4.55K as of Q2 2026.
  • High Note Wealth left its Primerica share count unchanged in Q2 2026.
  • Primerica made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #631 holding.
  • High Note Wealth first reported a position in Primerica in Q4 2024 and has held it in 7 quarters since.
  • High Note Wealth's Primerica position peaked at $4.55K in Q1 2025.
  • 526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.