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Modern Wealth Management’s Primerica PRI Stock Holding History

Modern 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 		$206K Buy
+724
New +$198K ﹤0.01% 1028

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

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

Modern Wealth Management opened a new position in Primerica (PRI) in Q2 2026: 724 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #1028 among its holdings.

522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Modern Wealth Management held 724 shares of Primerica worth $206K as of Q2 2026.
  • Primerica was a new Modern Wealth Management position in Q2 2026.
  • Primerica made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1028 holding.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.