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Principia Wealth Advisory’s Primerica PRI Stock Holding History

Principia Wealth Advisory’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 		$284 Hold
1
– – ﹤0.01% 968
2026
Q1 		$250 Hold
1
– – ﹤0.01% 940
2025
Q4 		$258 Hold
1
– – ﹤0.01% 900
2025
Q3 		$278 Sell
1
-1
-50% -$268 ﹤0.01% 868
2025
Q2 		$547 Buy
2
+1
+100% +$265 ﹤0.01% 718
2025
Q1 		$263 Sell
1
-1
-50% -$285 ﹤0.01% 727
2024
Q4 		$543 Buy
+2
New +$567 ﹤0.01% 519

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

Principia Wealth Advisory's PRI Position: Q2 2026 in Review

Principia Wealth Advisory held its Primerica (PRI) position steady in Q2 2026 at 1 share worth $284. The position accounts for ﹤0.01% of the portfolio, ranked #968.

Principia Wealth Advisory first reported a position in PRI in Q4 2024 and has held it in 7 quarters since. The position peaked at $547 in Q2 2025. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Principia Wealth Advisory held 1 share of Primerica worth $284 as of Q2 2026.
  • Principia Wealth Advisory left its Primerica share count unchanged in Q2 2026.
  • Primerica made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #968 holding.
  • Principia Wealth Advisory first reported a position in Primerica in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Primerica position peaked at $547 in Q2 2025.
  • 526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.