PFW Advisors’s Primerica PRI Stock Holding History

PFW Advisors’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	$432K	Hold	1,521	–	–	0.13%	93
2026 Q1	$381K	Hold	1,521	–	–	0.12%	91
2025 Q4	$393K	Hold	1,521	–	–	0.12%	94
2025 Q3	$422K	Hold	1,521	–	–	0.12%	94
2025 Q2	$416K	Hold	1,521	–	–	0.13%	93
2025 Q1	$433K	Hold	1,521	–	–	0.14%	89
2024 Q4	$413K	Buy	+1,521	New	+$431K	0.13%	89
2024 Q2	$360K	Hold	1,521	–	–	0.11%	95
2024 Q1	$385K	Hold	1,521	–	–	0.12%	94
2023 Q4	$313K	Buy	1,521 +56	+4%	+$11.4K	0.1%	100
2023 Q3	$284K	Hold	1,465	–	–	0.1%	97
2023 Q2	$312K	Buy	+1,465	New	+$269K	0.1%	96
2019 Q3	$403K	Buy	+1,521	New	+$184K	0.12%	91

Other funds holding PRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

PFW Advisors's PRI Position: Q2 2026 in Review

PFW Advisors held its Primerica (PRI) position steady in Q2 2026 at 1,521 shares worth $432K. The position accounts for 0.13% of the portfolio, ranked #93.

PFW Advisors first reported a position in PRI in Q3 2019 and has held it in 13 quarters since. The position peaked at $433K in Q1 2025. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

PFW Advisors held 1,521 shares of Primerica worth $432K as of Q2 2026.
PFW Advisors left its Primerica share count unchanged in Q2 2026.
Primerica made up 0.13% of PFW Advisors's portfolio in Q2 2026, its #93 holding.
PFW Advisors first reported a position in Primerica in Q3 2019 and has held it in 13 quarters since.
PFW Advisors's Primerica position peaked at $433K in Q1 2025.
526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.