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Maridea Wealth Management’s Primerica PRI Stock Holding History

Maridea 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 		$299K Sell
1,051
-1,393
-57% -$381K 0.03% 422
2026
Q1 		$612K Buy
2,444
+320
+15% +$82.5K 0.09% 224
2025
Q4 		$549K Buy
+2,124
New +$554K 0.08% 232
2025
Q3 		– Sell
-1,680
Closed -$460K – 444
2025
Q2 		$460K Buy
1,680
+79
+5% +$20.9K 0.12% 169
2025
Q1 		$456K Buy
+1,601
New +$456K 0.15% 140

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

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

Maridea Wealth Management reduced its Primerica (PRI) stake by 57% in Q2 2026, selling an estimated $381K and leaving 1,051 shares worth $299K. The position accounts for 0.03% of the portfolio, ranked #422.

Maridea Wealth Management first reported a position in PRI in Q1 2025 and has held it in 5 quarters since. The position peaked at $612K in Q1 2026. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Maridea Wealth Management held 1,051 shares of Primerica worth $299K as of Q2 2026.
  • Maridea Wealth Management sold 1,393 Primerica shares in Q2 2026, an estimated $381K.
  • Primerica made up 0.03% of Maridea Wealth Management's portfolio in Q2 2026, its #422 holding.
  • Maridea Wealth Management first reported a position in Primerica in Q1 2025 and has held it in 5 quarters since.
  • Maridea Wealth Management's Primerica position peaked at $612K in Q1 2026.
  • 526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.