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Raffa Wealth Management’s Primerica PRI Stock Holding History

Raffa Wealth Management’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 Buy
+1
New +$274 ﹤0.01% 1226

Other funds holding PRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Raffa Wealth Management's PRI Position: Q2 2026 in Review

Raffa Wealth Management opened a new position in Primerica (PRI) in Q2 2026: 1 share worth $284. The stake represents ﹤0.01% of the portfolio and ranks #1226 among its holdings.

494 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Raffa Wealth Management held 1 share of Primerica worth $284 as of Q2 2026.
  • Primerica was a new Raffa Wealth Management position in Q2 2026.
  • Primerica made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1226 holding.
  • 494 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.