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True Wealth Design’s Primerica PRI Stock Holding History

True Wealth Design’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 		$36.1K Buy
127
+51
+67% +$14K 0.01% 606
2026
Q1 		$19K Buy
76
+29
+62% +$7.48K 0.01% 737
2025
Q4 		$12.1K Buy
47
+12
+34% +$3.13K ﹤0.01% 793
2025
Q3 		$9.72K Buy
35
+31
+775% +$8.32K ﹤0.01% 840
2025
Q2 		$1.09K Sell
4
-107
-96% -$28.4K ﹤0.01% 1429
2025
Q1 		$31.6K Buy
111
+13
+13% +$3.7K 0.01% 266
2024
Q4 		$26.6K Buy
+98
New +$27.8K 0.01% 283

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

True Wealth Design's PRI Position: Q2 2026 in Review

True Wealth Design increased its Primerica (PRI) stake by 67% in Q2 2026, buying an estimated $14K and bringing the position to 127 shares worth $36.1K. The position accounts for 0.01% of the portfolio, ranked #606.

True Wealth Design first reported a position in PRI in Q4 2024 and has held it in 7 quarters since. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • True Wealth Design held 127 shares of Primerica worth $36.1K as of Q2 2026.
  • True Wealth Design bought 51 Primerica shares in Q2 2026, an estimated $14K.
  • Primerica made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #606 holding.
  • True Wealth Design first reported a position in Primerica in Q4 2024 and has held it in 7 quarters since.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.