Align Financial’s Primerica PRI Stock Holding History

Align Financial’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	$33.8K	Hold	119	–	–	0.02%	191
2026 Q1	$29.8K	Sell	119 -30,626	-100%	-$7.9M	0.02%	192
2025 Q4	$30.7K	Buy	+30,745	New	+$8.02M	0.02%	198

Other funds holding PRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Align Financial's PRI Position: Q2 2026 in Review

Align Financial held its Primerica (PRI) position steady in Q2 2026 at 119 shares worth $33.8K. The position accounts for 0.02% of the portfolio, ranked #191.

Align Financial first reported a position in PRI in Q4 2025 and has held it in 3 quarters since. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Align Financial held 119 shares of Primerica worth $33.8K as of Q2 2026.
Align Financial left its Primerica share count unchanged in Q2 2026.
Primerica made up 0.02% of Align Financial's portfolio in Q2 2026, its #191 holding.
Align Financial first reported a position in Primerica in Q4 2025 and has held it in 3 quarters since.
527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Align Financial's 13F filing for Q2 2026, filed 27 Jul 2026.