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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
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 $6.73T 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

Wealth Alliance's PRI Position: Q2 2026 in Review

Wealth Alliance increased its Primerica (PRI) stake by 1.5% in Q2 2026, buying an estimated $4.65K and bringing the position to 1,133 shares worth $322K. The position accounts for 0.03% of the portfolio, ranked #439.

Wealth Alliance first reported a position in PRI in Q1 2020 and has held it in 25 quarters since. The position peaked at $444K in Q2 2020. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Wealth Alliance held 1,133 shares of Primerica worth $322K as of Q2 2026.
  • Wealth Alliance bought 17 Primerica shares in Q2 2026, an estimated $4.65K.
  • Primerica made up 0.03% of Wealth Alliance's portfolio in Q2 2026, its #439 holding.
  • Wealth Alliance first reported a position in Primerica in Q1 2020 and has held it in 25 quarters since.
  • Wealth Alliance's Primerica position peaked at $444K in Q2 2020.
  • 527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.