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Anchor Investment Management’s Primerica PRI Stock Holding History

Anchor Investment Management’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
Q1 		$6.26K Hold
25
– – ﹤0.01% 871
2025
Q4 		$6.46K Hold
25
– – ﹤0.01% 863
2025
Q3 		$6.94K Hold
25
– – ﹤0.01% 862
2025
Q2 		$6.84K Sell
25
-25
-50% -$6.63K ﹤0.01% 855
2025
Q1 		$14.2K Hold
50
– – ﹤0.01% 749
2024
Q4 		$13.6K Hold
50
– – ﹤0.01% 762
2024
Q3 		$13.3K Hold
50
– – ﹤0.01% 743
2024
Q2 		$11.8K Hold
50
– – ﹤0.01% 722
2024
Q1 		$12.6K Hold
50
– – ﹤0.01% 738
2023
Q4 		$10.3K Buy
+50
New +$10.2K ﹤0.01% 746

Other funds holding PRI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Anchor Investment Management's PRI Position: Q1 2026 in Review

Anchor Investment Management held its Primerica (PRI) position steady in Q1 2026 at 25 shares worth $6.26K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

Anchor Investment Management first reported a position in PRI in Q4 2023 and has held it in 10 quarters since. The position peaked at $14.2K in Q1 2025. 506 funds tracked by Wall St. Rank hold PRI as of Q1 2026.

  • Anchor Investment Management held 25 shares of Primerica worth $6.26K as of Q1 2026.
  • Anchor Investment Management left its Primerica share count unchanged in Q1 2026.
  • Primerica made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #871 holding.
  • Anchor Investment Management first reported a position in Primerica in Q4 2023 and has held it in 10 quarters since.
  • Anchor Investment Management's Primerica position peaked at $14.2K in Q1 2025.
  • 506 funds tracked by Wall St. Rank held Primerica as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.