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 Q3	$344K	Sell	1,263 -258	-17%	-$77.6K	0.1%	93
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

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

PFW Advisors's PRI Position: Q3 2026 in Review

PFW Advisors reduced its Primerica (PRI) stake by 17% in Q3 2026, selling an estimated $77.6K and leaving 1,263 shares worth $344K. The position accounts for 0.1% of the portfolio, ranked #93.

PFW Advisors first reported a position in PRI in Q3 2019 and has held it in 14 quarters since. The position peaked at $433K in Q1 2025. 71 funds tracked by Wall St. Rank hold PRI as of Q3 2026.

PFW Advisors held 1,263 shares of Primerica worth $344K as of Q3 2026.
PFW Advisors sold 258 Primerica shares in Q3 2026, an estimated $77.6K.
Primerica made up 0.1% of PFW Advisors's portfolio in Q3 2026, its #93 holding.
PFW Advisors first reported a position in Primerica in Q3 2019 and has held it in 14 quarters since.
PFW Advisors's Primerica position peaked at $433K in Q1 2025.
71 funds tracked by Wall St. Rank held Primerica as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.