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Whipplewood Advisors’s Primerica PRI Stock Holding History

Whipplewood Advisors’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 		$1.14K Sell
4
-6
-60% -$1.64K ﹤0.01% 528
2026
Q1 		$2.5K Buy
+10
New +$2.58K ﹤0.01% 734
2025
Q3 		– Sell
-14
Closed -$3.83K – 946
2025
Q2 		$3.83K Sell
14
-32
-70% -$8.48K ﹤0.01% 747
2025
Q1 		$3.98K Buy
46
+32
+229% +$9.12K ﹤0.01% 741
2024
Q4 		$3.8K Buy
+14
New +$3.97K ﹤0.01% 750

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

Whipplewood Advisors's PRI Position: Q2 2026 in Review

Whipplewood Advisors reduced its Primerica (PRI) stake by 60% in Q2 2026, selling an estimated $1.64K and leaving 4 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Whipplewood Advisors first reported a position in PRI in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.98K in Q1 2025. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Whipplewood Advisors held 4 shares of Primerica worth $1.14K as of Q2 2026.
  • Whipplewood Advisors sold 6 Primerica shares in Q2 2026, an estimated $1.64K.
  • Primerica made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #528 holding.
  • Whipplewood Advisors first reported a position in Primerica in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Primerica position peaked at $3.98K in Q1 2025.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.