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MPWM Advisory Solutions’s Primerica PRI Stock Holding History

MPWM Advisory Solutions’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 		$3.98K Hold
14
– – ﹤0.01% 434
2026
Q1 		$3.51K Hold
14
– – ﹤0.01% 431
2025
Q4 		$3.62K Hold
14
– – ﹤0.01% 412
2025
Q3 		$3.89K Hold
14
– – ﹤0.01% 371
2025
Q2 		$3.83K Hold
14
– – ﹤0.01% 386
2025
Q1 		$3.98K Hold
14
– – ﹤0.01% 391
2024
Q4 		$3.8K Buy
+14
New +$3.97K ﹤0.01% 404

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

MPWM Advisory Solutions's PRI Position: Q2 2026 in Review

MPWM Advisory Solutions held its Primerica (PRI) position steady in Q2 2026 at 14 shares worth $3.98K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

MPWM Advisory Solutions first reported a position in PRI in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.98K in Q1 2025. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • MPWM Advisory Solutions held 14 shares of Primerica worth $3.98K as of Q2 2026.
  • MPWM Advisory Solutions left its Primerica share count unchanged in Q2 2026.
  • Primerica made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #434 holding.
  • MPWM Advisory Solutions first reported a position in Primerica in Q4 2024 and has held it in 7 quarters since.
  • MPWM Advisory Solutions's Primerica position peaked at $3.98K in Q1 2025.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.