Rialto Wealth Management’s Primerica PRI Stock Holding History

Rialto 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	$3.98K	Buy	14 +2	+17%	+$547	﹤0.01%	839
2026 Q1	$3.01K	Buy	12 +6	+100%	+$1.55K	﹤0.01%	727
2025 Q4	$1.55K	Buy	6 +3	+100%	+$783	﹤0.01%	846
2025 Q3	$833	Buy	3 +1	+50%	+$268	﹤0.01%	997
2025 Q2	$548	Sell	2 -6	-75%	-$1.59K	﹤0.01%	1109
2025 Q1	$2.28K	Buy	+8	New	+$2.28K	﹤0.01%	509

Other funds holding PRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

Rialto Wealth Management increased its Primerica (PRI) stake by 17% in Q2 2026, buying an estimated $547 and bringing the position to 14 shares worth $3.98K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

Rialto Wealth Management first reported a position in PRI in Q1 2025 and has held it in 6 quarters since. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Rialto Wealth Management held 14 shares of Primerica worth $3.98K as of Q2 2026.
Rialto Wealth Management bought 2 Primerica shares in Q2 2026, an estimated $547.
Primerica made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #839 holding.
Rialto Wealth Management first reported a position in Primerica in Q1 2025 and has held it in 6 quarters since.
526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.