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Pinnacle Wealth Planning Services’s Primerica PRI Stock Holding History

Pinnacle Wealth Planning Services’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 		$853 Hold
3
– – ﹤0.01% 2599
2026
Q1 		$751 Sell
3
-3
-50% -$774 ﹤0.01% 2592
2025
Q4 		$1.55K Buy
+6
New +$1.56K ﹤0.01% 2530
2021
Q1 		– Sell
-1
Closed – – 1545
2020
Q4 		$0 Buy
+1
New +$126 ﹤0.01% 2299

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

Pinnacle Wealth Planning Services's PRI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Primerica (PRI) position steady in Q2 2026 at 3 shares worth $853. The position accounts for ﹤0.01% of the portfolio, ranked #2599.

Pinnacle Wealth Planning Services first reported a position in PRI in Q4 2020 and has held it in 4 quarters since. The position peaked at $1.55K in Q4 2025. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3 shares of Primerica worth $853 as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Primerica share count unchanged in Q2 2026.
  • Primerica made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2599 holding.
  • Pinnacle Wealth Planning Services first reported a position in Primerica in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Primerica position peaked at $1.55K in Q4 2025.
  • 526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.