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Impact Partnership Wealth’s Primerica PRI Stock Holding History

Impact Partnership 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 		$510K Buy
+1,796
New +$491K 0.05% 253
2024
Q4 		– Sell
-797
Closed -$211K – 324
2024
Q3 		$211K Buy
+797
New +$201K 0.05% 225

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

Impact Partnership Wealth's PRI Position: Q2 2026 in Review

Impact Partnership Wealth opened a new position in Primerica (PRI) in Q2 2026: 1,796 shares worth $510K. The stake represents 0.05% of the portfolio and ranks #253 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in PRI as recently as Q3 2024.

Impact Partnership Wealth first reported a position in PRI in Q3 2024 and has held it in 2 quarters since. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Impact Partnership Wealth held 1,796 shares of Primerica worth $510K as of Q2 2026.
  • Primerica was a new Impact Partnership Wealth position in Q2 2026.
  • Primerica made up 0.05% of Impact Partnership Wealth's portfolio in Q2 2026, its #253 holding.
  • Impact Partnership Wealth first reported a position in Primerica in Q3 2024 and has held it in 2 quarters since.
  • 527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

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