Wealth Alliance
PRI icon

Wealth Alliance’s Primerica PRI Stock Holding History

Wealth Alliance’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 		$301K Sell
1,105
-28
-2% -$8.43K 0.02% 442
2026
Q2 		$322K Buy
1,133
+17
+2% +$4.65K 0.03% 439
2026
Q1 		$280K Sell
1,116
-12
-1% -$3.1K 0.03% 454
2025
Q4 		$291K Buy
1,128
+53
+5% +$13.8K 0.03% 436
2025
Q3 		$298K Sell
1,075
-6
-0.6% -$1.61K 0.03% 417
2025
Q2 		$296K Buy
1,081
+25
+2% +$6.63K 0.03% 416
2025
Q1 		$300K Sell
1,056
-18
-2% -$5.13K 0.04% 390
2024
Q4 		$291K Sell
1,074
-41
-4% -$11.6K 0.03% 394
2024
Q3 		$296K Buy
1,115
+3
+0.3% +$758 0.04% 401
2024
Q2 		$263K Buy
1,112
+20
+2% +$4.54K 0.03% 423
2024
Q1 		$276K Sell
1,092
-224
-17% -$53K 0.04% 419
2023
Q4 		$271K Sell
1,316
-282
-18% -$57.6K 0.04% 409
2023
Q3 		$310K Sell
1,598
-106
-6% -$21.7K 0.05% 340
2023
Q2 		$337K Sell
1,704
-113
-6% -$20.8K 0.05% 342
2023
Q1 		$313K Sell
1,817
-76
-4% -$12.5K 0.05% 347
2022
Q4 		$268K Sell
1,893
-61
-3% -$8.5K 0.05% 376
2022
Q3 		$241K Buy
+1,954
New +$248K 0.05% 380
2022
Q2 		– Sell
-1,610
Closed -$220K – 480
2022
Q1 		$220K Sell
1,610
-139
-8% -$19.7K 0.05% 403
2021
Q4 		$268K Sell
1,749
-65
-4% -$10.3K 0.05% 354
2021
Q3 		$279K Buy
1,814
+10
+0.6% +$1.49K 0.06% 330
2021
Q2 		$276K Sell
1,804
-53
-3% -$8.37K 0.07% 346
2021
Q1 		$275K Sell
1,857
-154
-8% -$22.1K 0.08% 315
2020
Q4 		$269K Sell
2,011
-985
-33% -$124K 0.08% 303
2020
Q3 		$339K Sell
2,996
-811
-21% -$98.5K 0.12% 205
2020
Q2 		$444K Buy
3,807
+549
+17% +$58.4K 0.18% 148
2020
Q1 		$288K Buy
+3,258
New +$372K 0.16% 165

Other funds holding PRI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Wealth Alliance's PRI Position: Q3 2026 in Review

Wealth Alliance reduced its Primerica (PRI) stake by 2.5% in Q3 2026, selling an estimated $8.43K and leaving 1,105 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #442.

Wealth Alliance first reported a position in PRI in Q1 2020 and has held it in 26 quarters since. The position peaked at $444K in Q2 2020. 442 funds tracked by Wall St. Rank hold PRI as of Q3 2026.

  • Wealth Alliance held 1,105 shares of Primerica worth $301K as of Q3 2026.
  • Wealth Alliance sold 28 Primerica shares in Q3 2026, an estimated $8.43K.
  • Primerica made up 0.02% of Wealth Alliance's portfolio in Q3 2026, its #442 holding.
  • Wealth Alliance first reported a position in Primerica in Q1 2020 and has held it in 26 quarters since.
  • Wealth Alliance's Primerica position peaked at $444K in Q2 2020.
  • 442 funds tracked by Wall St. Rank held Primerica as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.