Meriwether Wealth & Planning’s Primerica PRI Stock Holding History

Meriwether Wealth & Planning’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 Q3	$545	Buy	+2	New	+$602	﹤0.01%	762

Other funds holding PRI

PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

JLB & Associates Plymouth, Michigan $740M AUM 13.25% 1-Year Est. Return

Meriwether Wealth & Planning's PRI Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Primerica (PRI) in Q3 2026: 2 shares worth $545. The stake represents ﹤0.01% of the portfolio and ranks #762 among its holdings.

138 funds tracked by Wall St. Rank hold PRI as of Q3 2026.

Meriwether Wealth & Planning held 2 shares of Primerica worth $545 as of Q3 2026.
Primerica was a new Meriwether Wealth & Planning position in Q3 2026.
Primerica made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #762 holding.
138 funds tracked by Wall St. Rank held Primerica as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.