Institute for Wealth Management’s Primerica PRI Stock Holding History

Institute for 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	$259K	Sell	912 -50	-5%	-$13.7K	0.02%	457
2026 Q1	$241K	Hold	962	–	–	0.03%	477
2025 Q4	$249K	Sell	962 -45	-4%	-$11.7K	0.03%	486
2025 Q3	$280K	Buy	1,007 +85	+9%	+$22.8K	0.03%	470
2025 Q2	$252K	Buy	922 +3	+0.3%	+$795	0.03%	481
2025 Q1	$262K	Buy	919 +1	+0.1%	+$285	0.03%	449
2024 Q4	$249K	Hold	918	–	–	0.03%	444
2024 Q3	$243K	Buy	918 +6	+0.7%	+$1.51K	0.03%	472
2024 Q2	$216K	Hold	912	–	–	0.03%	460
2024 Q1	$231K	Buy	+912	New	+$216K	0.03%	449

Other funds holding PRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Institute for Wealth Management's PRI Position: Q2 2026 in Review

Institute for Wealth Management reduced its Primerica (PRI) stake by 5.2% in Q2 2026, selling an estimated $13.7K and leaving 912 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #457.

Institute for Wealth Management first reported a position in PRI in Q1 2024 and has held it in 10 quarters since. The position peaked at $280K in Q3 2025. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Institute for Wealth Management held 912 shares of Primerica worth $259K as of Q2 2026.
Institute for Wealth Management sold 50 Primerica shares in Q2 2026, an estimated $13.7K.
Primerica made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #457 holding.
Institute for Wealth Management first reported a position in Primerica in Q1 2024 and has held it in 10 quarters since.
Institute for Wealth Management's Primerica position peaked at $280K in Q3 2025.
522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.