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Physician Wealth Advisors’s Primerica PRI Stock Holding History

Physician Wealth 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 		$28.7K Sell
101
-2
-2% -$547 ﹤0.01% 565
2026
Q1 		$25.8K Buy
103
+23
+29% +$5.93K ﹤0.01% 566
2025
Q4 		$20.7K Sell
80
-4
-5% -$1.04K ﹤0.01% 577
2025
Q3 		$23.3K Buy
84
+4
+5% +$1.07K ﹤0.01% 538
2025
Q2 		$21.9K Hold
80
– – ﹤0.01% 495
2025
Q1 		$22.8K Hold
80
– – ﹤0.01% 460
2024
Q4 		$21.7K Buy
+80
New +$22.7K ﹤0.01% 490

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

Physician Wealth Advisors's PRI Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Primerica (PRI) stake by 1.9% in Q2 2026, selling an estimated $547 and leaving 101 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

Physician Wealth Advisors first reported a position in PRI in Q4 2024 and has held it in 7 quarters since. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Physician Wealth Advisors held 101 shares of Primerica worth $28.7K as of Q2 2026.
  • Physician Wealth Advisors sold 2 Primerica shares in Q2 2026, an estimated $547.
  • Primerica made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #565 holding.
  • Physician Wealth Advisors first reported a position in Primerica in Q4 2024 and has held it in 7 quarters since.
  • 526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.