JFS Wealth Advisors’s Primerica PRI Stock Holding History

JFS Wealth Advisors’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	$12.5K	Buy	44 +1	+2%	+$274	﹤0.01%	915
2026 Q1	$10.8K	Sell	43 -5	-10%	-$1.29K	﹤0.01%	920
2025 Q4	$12.4K	Buy	48 +11	+30%	+$2.87K	﹤0.01%	906
2025 Q3	$10.3K	Hold	37	–	–	﹤0.01%	891
2025 Q2	$10.1K	Hold	37	–	–	﹤0.01%	862
2025 Q1	$10.5K	Hold	37	–	–	﹤0.01%	870
2024 Q4	$10K	Hold	37	–	–	﹤0.01%	848
2024 Q3	$9.81K	Buy	37 +1	+3%	+$253	﹤0.01%	861
2024 Q2	$8.52K	Hold	36	–	–	﹤0.01%	846
2024 Q1	$9.11K	Sell	36 -1	-3%	-$237	﹤0.01%	847
2023 Q4	$7.61K	Buy	37 +1	+3%	+$204	﹤0.01%	882
2023 Q3	$6.99K	Hold	36	–	–	﹤0.01%	856
2023 Q2	$7.12K	Sell	36 -1	-3%	-$184	﹤0.01%	855
2023 Q1	$6.37K	Buy	37 +7	+23%	+$1.15K	﹤0.01%	897
2022 Q4	$4.25K	Hold	30	–	–	﹤0.01%	1063
2022 Q3	$4K	Sell	30 -15	-33%	-$1.9K	﹤0.01%	1098
2022 Q2	$5K	Buy	45 +23	+105%	+$2.89K	﹤0.01%	1005
2022 Q1	$3K	Buy	22 +12	+120%	+$1.7K	﹤0.01%	1301
2021 Q4	$2K	Buy	+10	New	+$1.59K	﹤0.01%	1138

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

JFS Wealth Advisors's PRI Position: Q2 2026 in Review

JFS Wealth Advisors increased its Primerica (PRI) stake by 2.3% in Q2 2026, buying an estimated $274 and bringing the position to 44 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

JFS Wealth Advisors first reported a position in PRI in Q4 2021 and has held it in 19 quarters since. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

JFS Wealth Advisors held 44 shares of Primerica worth $12.5K as of Q2 2026.
JFS Wealth Advisors bought 1 Primerica share in Q2 2026, an estimated $274.
Primerica made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #915 holding.
JFS Wealth Advisors first reported a position in Primerica in Q4 2021 and has held it in 19 quarters since.
522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.