KWM
PRI icon

Kingsview Wealth Management’s Primerica PRI Stock Holding History

Kingsview 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 		$1.62M Sell
5,698
-21
-0.4% -$5.75K 0.02% 604
2026
Q1 		$1.43M Buy
5,719
+12
+0.2% +$3.1K 0.02% 578
2025
Q4 		$1.47M Sell
5,707
-79
-1% -$20.6K 0.02% 536
2025
Q3 		$1.61M Sell
5,786
-38
-0.7% -$10.2K 0.02% 499
2025
Q2 		$1.59M Buy
5,824
+14
+0.2% +$3.71K 0.03% 471
2025
Q1 		$1.65M Sell
5,810
-38
-0.6% -$10.8K 0.03% 430
2024
Q4 		$1.59M Buy
5,848
+8
+0.1% +$2.27K 0.03% 441
2024
Q3 		$1.55M Buy
5,840
+43
+0.7% +$10.9K 0.03% 431
2024
Q2 		$1.37M Sell
5,797
-231
-4% -$52.4K 0.03% 432
2024
Q1 		$1.52M Sell
6,028
-15
-0.2% -$3.55K 0.04% 401
2023
Q4 		$1.24M Sell
6,043
-665
-10% -$136K 0.04% 404
2023
Q3 		$1.3M Sell
6,708
-11,975
-64% -$2.45M 0.05% 373
2023
Q2 		$3.69M Buy
18,683
+12,677
+211% +$2.33M 0.14% 155
2023
Q1 		$1.03M Buy
6,006
+661
+12% +$108K 0.04% 389
2022
Q4 		$758K Buy
5,345
+3,329
+165% +$464K 0.03% 406
2022
Q3 		$249K Hold
2,016
– – 0.01% 689
2022
Q2 		$241K Sell
2,016
-21
-1% -$2.64K 0.01% 715
2022
Q1 		$279K Hold
2,037
– – 0.01% 723
2021
Q4 		$312K Buy
+2,037
New +$323K 0.01% 717

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

Kingsview Wealth Management's PRI Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Primerica (PRI) stake by 0.37% in Q2 2026, selling an estimated $5.75K and leaving 5,698 shares worth $1.62M. The position accounts for 0.02% of the portfolio, ranked #604.

Kingsview Wealth Management first reported a position in PRI in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.69M in Q2 2023. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Kingsview Wealth Management held 5,698 shares of Primerica worth $1.62M as of Q2 2026.
  • Kingsview Wealth Management sold 21 Primerica shares in Q2 2026, an estimated $5.75K.
  • Primerica made up 0.02% of Kingsview Wealth Management's portfolio in Q2 2026, its #604 holding.
  • Kingsview Wealth Management first reported a position in Primerica in Q4 2021 and has held it in 19 quarters since.
  • Kingsview Wealth Management's Primerica position peaked at $3.69M in Q2 2023.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.