Wealth Enhancement Trust Services
PRI icon

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
Q3 		$1.36K Hold
5
– – ﹤0.01% 708
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

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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 Enhancement Trust Services's PRI Position: Q3 2026 in Review

Wealth Enhancement Trust Services held its Primerica (PRI) position steady in Q3 2026 at 5 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Wealth Enhancement Trust Services first reported a position in PRI in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.42K in Q2 2026. 442 funds tracked by Wall St. Rank hold PRI as of Q3 2026.

  • Wealth Enhancement Trust Services held 5 shares of Primerica worth $1.36K as of Q3 2026.
  • Wealth Enhancement Trust Services left its Primerica share count unchanged in Q3 2026.
  • Primerica made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #708 holding.
  • Wealth Enhancement Trust Services first reported a position in Primerica in Q4 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Trust Services's Primerica position peaked at $1.42K in Q2 2026.
  • 442 funds tracked by Wall St. Rank held Primerica as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.