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Twin Peaks Wealth Advisors’s Primerica PRI Stock Holding History

Twin Peaks Wealth Advisors’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
Q1 		$4.01K Buy
+16
New +$4.13K ﹤0.01% 1471
2025
Q3 		– Sell
-27
Closed -$7.14K – 1599
2025
Q2 		$7.14K Buy
+27
New +$7.16K ﹤0.01% 1110

Other funds holding PRI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Twin Peaks Wealth Advisors's PRI Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Primerica (PRI) in Q1 2026: 16 shares worth $4.01K. The stake represents ﹤0.01% of the portfolio and ranks #1471 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in PRI as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in PRI in Q2 2025 and has held it in 2 quarters since. The position peaked at $7.14K in Q2 2025. 506 funds tracked by Wall St. Rank hold PRI as of Q1 2026.

  • Twin Peaks Wealth Advisors held 16 shares of Primerica worth $4.01K as of Q1 2026.
  • Primerica was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Primerica made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1471 holding.
  • Twin Peaks Wealth Advisors first reported a position in Primerica in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Primerica position peaked at $7.14K in Q2 2025.
  • 506 funds tracked by Wall St. Rank held Primerica as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.