Physician Wealth Advisors
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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
Q3 		$27K Sell
99
-2
-2% -$602 ﹤0.01% 614
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Academy Capital Management
Academy Capital Management Waco, Texas $743M AUM 12.3% 1-Year Est. Return
PhiloSmith Capital
PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return

Physician Wealth Advisors's PRI Position: Q3 2026 in Review

Physician Wealth Advisors reduced its Primerica (PRI) stake by 2% in Q3 2026, selling an estimated $602 and leaving 99 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Physician Wealth Advisors first reported a position in PRI in Q4 2024 and has held it in 8 quarters since. The position peaked at $28.7K in Q2 2026. 310 funds tracked by Wall St. Rank hold PRI as of Q3 2026.

  • Physician Wealth Advisors held 99 shares of Primerica worth $27K as of Q3 2026.
  • Physician Wealth Advisors sold 2 Primerica shares in Q3 2026, an estimated $602.
  • Primerica made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #614 holding.
  • Physician Wealth Advisors first reported a position in Primerica in Q4 2024 and has held it in 8 quarters since.
  • Physician Wealth Advisors's Primerica position peaked at $28.7K in Q2 2026.
  • 310 funds tracked by Wall St. Rank held Primerica as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.