StackStone Wealth’s Primerica PRI Stock Holding History

StackStone Wealth’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	$366K	Buy	+1,344	New	+$404K	0.04%	254

Other funds holding PRI

PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

StackStone Wealth's PRI Position: Q3 2026 in Review

StackStone Wealth opened a new position in Primerica (PRI) in Q3 2026: 1,344 shares worth $366K. The stake represents 0.04% of the portfolio and ranks #254 among its holdings.

148 funds tracked by Wall St. Rank hold PRI as of Q3 2026.

StackStone Wealth held 1,344 shares of Primerica worth $366K as of Q3 2026.
Primerica was a new StackStone Wealth position in Q3 2026.
Primerica made up 0.04% of StackStone Wealth's portfolio in Q3 2026, its #254 holding.
148 funds tracked by Wall St. Rank held Primerica as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.