Impact Partnership Wealth
PRI icon

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
Q3 		$595K Buy
2,185
+389
+22% +$117K 0.05% 252
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 $6.79T AUM 37.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Impact Partnership Wealth's PRI Position: Q3 2026 in Review

Impact Partnership Wealth increased its Primerica (PRI) stake by 22% in Q3 2026, buying an estimated $117K and bringing the position to 2,185 shares worth $595K. The position accounts for 0.05% of the portfolio, ranked #252.

Impact Partnership Wealth first reported a position in PRI in Q3 2024 and has held it in 3 quarters since. 442 funds tracked by Wall St. Rank hold PRI as of Q3 2026.

  • Impact Partnership Wealth held 2,185 shares of Primerica worth $595K as of Q3 2026.
  • Impact Partnership Wealth bought 389 Primerica shares in Q3 2026, an estimated $117K.
  • Primerica made up 0.05% of Impact Partnership Wealth's portfolio in Q3 2026, its #252 holding.
  • Impact Partnership Wealth first reported a position in Primerica in Q3 2024 and has held it in 3 quarters since.
  • 442 funds tracked by Wall St. Rank held Primerica as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.