PWM
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Parkworth Wealth Management’s Primerica PRI Stock Holding History

Parkworth 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
2025
Q2 		$547 Hold
2
– – ﹤0.01% 615
2025
Q1 		$569 Hold
2
– – ﹤0.01% 381
2024
Q4 		$543 Buy
+2
New +$567 ﹤0.01% 408

Other funds holding PRI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Parkworth Wealth Management's PRI Position: Q2 2025 in Review

Parkworth Wealth Management held its Primerica (PRI) position steady in Q2 2025 at 2 shares worth $547. The position accounts for ﹤0.01% of the portfolio, ranked #615.

Parkworth Wealth Management first reported a position in PRI in Q4 2024 and has held it in 3 quarters since. The position peaked at $569 in Q1 2025. 517 funds tracked by Wall St. Rank hold PRI as of Q2 2025.

  • Parkworth Wealth Management held 2 shares of Primerica worth $547 as of Q2 2025.
  • Parkworth Wealth Management left its Primerica share count unchanged in Q2 2025.
  • Primerica made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #615 holding.
  • Parkworth Wealth Management first reported a position in Primerica in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Primerica position peaked at $569 in Q1 2025.
  • 517 funds tracked by Wall St. Rank held Primerica as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.