Alpine Woods Capital Investors’s Primerica PRI Stock Holding History

Alpine Woods Capital Investors’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	$2.55M	Sell	8,989 -654	-7%	-$179K	0.56%	60
2026 Q1	$2.42M	Buy	+9,643	New	+$2.49M	0.58%	52
2017 Q2	–	Sell	-7,600	Closed	-$625K	–	461
2017 Q1	$625K	Hold	7,600	–	–	0.03%	285
2016 Q4	$526K	Hold	7,600	–	–	0.03%	303
2016 Q3	$403K	Buy	7,600 +872	+13%	+$48.2K	0.02%	335
2016 Q2	$385K	Buy	6,728 +98	+1%	+$5.09K	0.02%	327
2016 Q1	$295K	Buy	+6,630	New	+$286K	0.02%	355

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

Alpine Woods Capital Investors's PRI Position: Q2 2026 in Review

Alpine Woods Capital Investors reduced its Primerica (PRI) stake by 6.8% in Q2 2026, selling an estimated $179K and leaving 8,989 shares worth $2.55M. The position accounts for 0.56% of the portfolio, ranked #60.

Alpine Woods Capital Investors first reported a position in PRI in Q1 2016 and has held it in 7 quarters since. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Alpine Woods Capital Investors held 8,989 shares of Primerica worth $2.55M as of Q2 2026.
Alpine Woods Capital Investors sold 654 Primerica shares in Q2 2026, an estimated $179K.
Primerica made up 0.56% of Alpine Woods Capital Investors's portfolio in Q2 2026, its #60 holding.
Alpine Woods Capital Investors first reported a position in Primerica in Q1 2016 and has held it in 7 quarters since.
527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q2 2026, filed 7 Aug 2026.