VWA
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Valued Wealth Advisors’s Primerica PRI Stock Holding History

Valued 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
Q2 		$3.42K Buy
12
+1
+9% +$274 ﹤0.01% 549
2026
Q1 		$2.77K Buy
11
+7
+175% +$1.8K ﹤0.01% 488
2025
Q4 		$1.04K Hold
4
– – ﹤0.01% 467
2025
Q3 		$1.12K Sell
4
-1
-20% -$268 ﹤0.01% 445
2025
Q2 		$1.38K Hold
5
– – ﹤0.01% 415
2025
Q1 		$1.43K Hold
5
– – ﹤0.01% 443
2024
Q4 		$1.36K Buy
5
+1
+25% +$284 ﹤0.01% 444
2024
Q3 		$1.06K Hold
4
– – ﹤0.01% 443
2024
Q2 		$947 Buy
4
+1
+33% +$227 ﹤0.01% 446
2024
Q1 		$759 Buy
+3
New +$710 ﹤0.01% 465

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 $3.38T AUM 44.17% 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

Valued Wealth Advisors's PRI Position: Q2 2026 in Review

Valued Wealth Advisors increased its Primerica (PRI) stake by 9.1% in Q2 2026, buying an estimated $274 and bringing the position to 12 shares worth $3.42K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Valued Wealth Advisors first reported a position in PRI in Q1 2024 and has held it in 10 quarters since. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Valued Wealth Advisors held 12 shares of Primerica worth $3.42K as of Q2 2026.
  • Valued Wealth Advisors bought 1 Primerica share in Q2 2026, an estimated $274.
  • Primerica made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #549 holding.
  • Valued Wealth Advisors first reported a position in Primerica in Q1 2024 and has held it in 10 quarters since.
  • 527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.