Wealth Enhancement Advisory Services
PRI icon

Wealth Enhancement Advisory Services’s Primerica PRI Stock Holding History

Wealth Enhancement Advisory Services’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 		$2.19M Buy
7,185
+2,756
+62% +$754K ﹤0.01% 1511
2026
Q1 		$1.12M Sell
4,429
-1,159
-21% -$299K ﹤0.01% 1721
2025
Q4 		$1.46M Sell
5,588
-1,561
-22% -$407K ﹤0.01% 1715
2025
Q3 		$1.95M Buy
7,149
+3,100
+77% +$832K ﹤0.01% 1453
2025
Q2 		$1.12M Sell
4,049
-879
-18% -$233K ﹤0.01% 1681
2025
Q1 		$1.4M Buy
4,928
+1,543
+46% +$440K ﹤0.01% 1429
2024
Q4 		$919K Buy
3,385
+354
+12% +$100K ﹤0.01% 1600
2024
Q3 		$804K Sell
3,031
-760
-20% -$192K ﹤0.01% 1522
2024
Q2 		$897K Sell
3,791
-4,459
-54% -$1.01M ﹤0.01% 1332
2024
Q1 		$2.09M Buy
8,250
+221
+3% +$52.3K 0.01% 926
2023
Q4 		$1.65M Sell
8,029
-85
-1% -$17.4K ﹤0.01% 964
2023
Q3 		$1.57M Buy
+8,114
New +$1.66M 0.01% 941

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 Enhancement Advisory Services's PRI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Primerica (PRI) stake by 62% in Q2 2026, buying an estimated $754K and bringing the position to 7,185 shares worth $2.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1511.

Wealth Enhancement Advisory Services first reported a position in PRI in Q3 2023 and has held it in 12 quarters since. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 7,185 shares of Primerica worth $2.19M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,756 Primerica shares in Q2 2026, an estimated $754K.
  • Primerica made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1511 holding.
  • Wealth Enhancement Advisory Services first reported a position in Primerica in Q3 2023 and has held it in 12 quarters since.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.