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Wealth Enhancement Trust Services’s Primerica PRI Stock Holding History

Wealth Enhancement Trust 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 		$1.42K Hold
5
– – ﹤0.01% 1051
2026
Q1 		$1.25K Hold
5
– – ﹤0.01% 712
2025
Q4 		$1.29K Buy
+5
New +$1.3K ﹤0.01% 664

Other funds holding PRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wealth Enhancement Trust Services's PRI Position: Q2 2026 in Review

Wealth Enhancement Trust Services held its Primerica (PRI) position steady in Q2 2026 at 5 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

Wealth Enhancement Trust Services first reported a position in PRI in Q4 2025 and has held it in 3 quarters since. 409 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Wealth Enhancement Trust Services held 5 shares of Primerica worth $1.42K as of Q2 2026.
  • Wealth Enhancement Trust Services left its Primerica share count unchanged in Q2 2026.
  • Primerica made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1051 holding.
  • Wealth Enhancement Trust Services first reported a position in Primerica in Q4 2025 and has held it in 3 quarters since.
  • 409 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

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