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Petros Family Wealth’s Primerica PRI Stock Holding History

Petros Family Wealth’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 		$329K Sell
1,156
-249
-18% -$68.1K 0.2% 97
2026
Q1 		$352K Buy
1,405
+70
+5% +$18.1K 0.25% 86
2025
Q4 		$345K Buy
1,335
+6
+0.5% +$1.56K 0.23% 99
2025
Q3 		$369K Sell
1,329
-130
-9% -$34.9K 0.31% 89
2025
Q2 		$399K Hold
1,459
– – 0.36% 77
2025
Q1 		$415K Buy
1,459
+33
+2% +$9.4K 0.46% 64
2024
Q4 		$387K Buy
+1,426
New +$404K 0.42% 67

Other funds holding PRI

PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Petros Family Wealth's PRI Position: Q2 2026 in Review

Petros Family Wealth reduced its Primerica (PRI) stake by 18% in Q2 2026, selling an estimated $68.1K and leaving 1,156 shares worth $329K. The position accounts for 0.2% of the portfolio, ranked #97.

Petros Family Wealth first reported a position in PRI in Q4 2024 and has held it in 7 quarters since. The position peaked at $415K in Q1 2025. 111 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Petros Family Wealth held 1,156 shares of Primerica worth $329K as of Q2 2026.
  • Petros Family Wealth sold 249 Primerica shares in Q2 2026, an estimated $68.1K.
  • Primerica made up 0.2% of Petros Family Wealth's portfolio in Q2 2026, its #97 holding.
  • Petros Family Wealth first reported a position in Primerica in Q4 2024 and has held it in 7 quarters since.
  • Petros Family Wealth's Primerica position peaked at $415K in Q1 2025.
  • 111 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Petros Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.