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Marin Bay Wealth Advisors’s Primerica PRI Stock Holding History

Marin Bay 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 		$277K Hold
975
– – 0.15% 103
2026
Q1 		$244K Sell
975
-292
-23% -$75.3K 0.15% 104
2025
Q4 		$327K Buy
+1,267
New +$331K 0.19% 77

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

Marin Bay Wealth Advisors's PRI Position: Q2 2026 in Review

Marin Bay Wealth Advisors held its Primerica (PRI) position steady in Q2 2026 at 975 shares worth $277K. The position accounts for 0.15% of the portfolio, ranked #103.

Marin Bay Wealth Advisors first reported a position in PRI in Q4 2025 and has held it in 3 quarters since. The position peaked at $327K in Q4 2025. 523 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Marin Bay Wealth Advisors held 975 shares of Primerica worth $277K as of Q2 2026.
  • Marin Bay Wealth Advisors left its Primerica share count unchanged in Q2 2026.
  • Primerica made up 0.15% of Marin Bay Wealth Advisors's portfolio in Q2 2026, its #103 holding.
  • Marin Bay Wealth Advisors first reported a position in Primerica in Q4 2025 and has held it in 3 quarters since.
  • Marin Bay Wealth Advisors's Primerica position peaked at $327K in Q4 2025.
  • 523 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Marin Bay Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.