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Kestra Private Wealth Services’s Primerica PRI Stock Holding History

Kestra Private Wealth Services’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 		$656K Buy
2,309
+2
+0.1% +$547 0.01% 1108
2026
Q1 		$578K Buy
2,307
+11
+0.5% +$2.84K 0.01% 1125
2025
Q4 		$593K Sell
2,296
-324
-12% -$84.5K 0.01% 1069
2025
Q3 		$727K Sell
2,620
-37
-1% -$9.93K 0.01% 916
2025
Q2 		$727K Buy
2,657
+415
+19% +$110K 0.01% 867
2025
Q1 		$638K Buy
2,242
+31
+1% +$8.83K 0.01% 850
2024
Q4 		$600K Sell
2,211
-230
-9% -$65.2K 0.01% 849
2024
Q3 		$647K Sell
2,441
-4
-0.2% -$1.01K 0.01% 770
2024
Q2 		$579K Hold
2,445
– – 0.01% 775
2024
Q1 		$619K Hold
2,445
– – 0.01% 715
2023
Q4 		$503K Sell
2,445
-2
-0.1% -$409 0.01% 726
2023
Q3 		$475K Sell
2,447
-10
-0.4% -$2.05K 0.01% 684
2023
Q2 		$486K Sell
2,457
-18
-0.7% -$3.31K 0.02% 647
2023
Q1 		$426K Buy
2,475
+28
+1% +$4.59K 0.02% 648
2022
Q4 		$347K Sell
2,447
-5
-0.2% -$697 0.02% 627
2022
Q3 		$303K Buy
2,452
+19
+0.8% +$2.41K 0.02% 649
2022
Q2 		$291K Hold
2,433
– – 0.02% 666
2022
Q1 		$333K Hold
2,433
– – 0.02% 705
2021
Q4 		$373K Sell
2,433
-19
-0.8% -$3.01K 0.02% 687
2021
Q3 		$377K Hold
2,452
– – 0.02% 626
2021
Q2 		$375K Hold
2,452
– – 0.02% 592
2021
Q1 		$362K Buy
2,452
+6
+0.2% +$860 0.03% 540
2020
Q4 		$327K Buy
2,446
+87
+4% +$10.9K 0.02% 547
2020
Q3 		$267K Buy
+2,359
New +$287K 0.02% 520

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 $3.38T AUM 44.17% 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

Kestra Private Wealth Services's PRI Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Primerica (PRI) stake by 0.09% in Q2 2026, buying an estimated $547 and bringing the position to 2,309 shares worth $656K. The position accounts for 0.01% of the portfolio, ranked #1108.

Kestra Private Wealth Services first reported a position in PRI in Q3 2020 and has held it in 24 quarters since. The position peaked at $727K in Q3 2025. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Kestra Private Wealth Services held 2,309 shares of Primerica worth $656K as of Q2 2026.
  • Kestra Private Wealth Services bought 2 Primerica shares in Q2 2026, an estimated $547.
  • Primerica made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1108 holding.
  • Kestra Private Wealth Services first reported a position in Primerica in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's Primerica position peaked at $727K in Q3 2025.
  • 527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.