Bank of Montreal’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $213M | Sell |
750,249
-507,149
| -40% | -$139M | 0.07% | 222 |
|
|
2026
Q1 | $315M | Sell |
1,257,398
-54,236
| -4% | -$14M | 0.12% | 151 |
|
|
2025
Q4 | $339M | Buy |
1,311,634
+1,287,243
| +5,278% | +$336M | 0.12% | 136 |
|
|
2025
Q3 | $6.77M | Buy |
24,391
+290
| +1% | +$77.9K | ﹤0.01% | 1195 |
|
|
2025
Q2 | $6.6M | Sell |
24,101
-10,629
| -31% | -$2.82M | ﹤0.01% | 1150 |
|
|
2025
Q1 | $9.88M | Buy |
34,730
+135
| +0.4% | +$38.5K | ﹤0.01% | 934 |
|
|
2024
Q4 | $9.39M | Sell |
34,595
-90
| -0.3% | -$25.5K | ﹤0.01% | 1014 |
|
|
2024
Q3 | $9.13M | Buy |
34,685
+1,536
| +5% | +$388K | ﹤0.01% | 1079 |
|
|
2024
Q2 | $7.86M | Buy |
33,149
+1,391
| +4% | +$315K | ﹤0.01% | 1103 |
|
|
2024
Q1 | $8.13M | Buy |
31,758
+5,059
| +19% | +$1.2M | ﹤0.01% | 1040 |
|
|
2023
Q4 | $5.52M | Buy |
26,699
+117
| +0.4% | +$23.9K | ﹤0.01% | 1241 |
|
|
2023
Q3 | $5.4M | Buy |
26,582
+1,446
| +6% | +$296K | ﹤0.01% | 1245 |
|
|
2023
Q2 | $5M | Sell |
25,136
-419
| -2% | -$76.9K | ﹤0.01% | 1332 |
|
|
2023
Q1 | $4.4M | Buy |
25,555
+3,801
| +17% | +$623K | ﹤0.01% | 1285 |
|
|
2022
Q4 | $3.09M | Buy |
21,754
+1,697
| +8% | +$236K | ﹤0.01% | 1567 |
|
|
2022
Q3 | $2.52K | Buy |
20,057
+129
| +0.6% | +$16.4K | ﹤0.01% | 1701 |
|
|
2022
Q2 | $2.42K | Sell |
19,928
-4,824
| -19% | -$607K | ﹤0.01% | 1803 |
|
|
2022
Q1 | $3.41M | Buy |
24,752
+199
| +0.8% | +$28.3K | ﹤0.01% | 1647 |
|
|
2021
Q4 | $3.79M | Sell |
24,553
-10,458
| -30% | -$1.66M | ﹤0.01% | 1336 |
|
|
2021
Q3 | $5.48M | Buy |
35,011
+690
| +2% | +$103K | ﹤0.01% | 1586 |
|
|
2021
Q2 | $5.32M | Buy |
34,321
+19,978
| +139% | +$3.15M | ﹤0.01% | 1580 |
|
|
2021
Q1 | $2.16M | Sell |
14,343
-18,591
| -56% | -$2.67M | ﹤0.01% | 1755 |
|
|
2020
Q4 | $4.45M | Sell |
32,934
-6,173
| -16% | -$775K | ﹤0.01% | 1457 |
|
|
2020
Q3 | $4.41M | Sell |
39,107
-1,107
| -3% | -$134K | ﹤0.01% | 1272 |
|
|
2020
Q2 | $4.39M | Buy |
40,214
+2,748
| +7% | +$292K | ﹤0.01% | 1222 |
|
|
2020
Q1 | $3.1M | Sell |
37,466
-2,913
| -7% | -$333K | ﹤0.01% | 1207 |
|
|
2019
Q4 | $5.27M | Buy |
40,379
+24,628
| +156% | +$3.18M | ﹤0.01% | 1322 |
|
|
2019
Q3 | $2M | Sell |
15,751
-19,865
| -56% | -$2.4M | ﹤0.01% | 1692 |
|
|
2019
Q2 | $4.27M | Buy |
35,616
+2,368
| +7% | +$293K | ﹤0.01% | 1287 |
|
|
2019
Q1 | $4.06M | Buy |
33,248
+12,680
| +62% | +$1.46M | ﹤0.01% | 1282 |
|
|
2018
Q4 | $2.01M | Buy |
20,568
+12,837
| +166% | +$1.43M | ﹤0.01% | 1514 |
|
|
2018
Q3 | $931K | Sell |
7,731
-1,646
| -18% | -$191K | ﹤0.01% | 2042 |
|
|
2018
Q2 | $934K | Buy |
9,377
+3,010
| +47% | +$295K | ﹤0.01% | 2041 |
|
|
2018
Q1 | $615K | Buy |
6,367
+469
| +8% | +$47.1K | ﹤0.01% | 2127 |
|
|
2017
Q4 | $599K | Sell |
5,898
-468
| -7% | -$44.6K | ﹤0.01% | 2201 |
|
|
2017
Q3 | $519K | Sell |
6,366
-1,519
| -19% | -$119K | ﹤0.01% | 2255 |
|
|
2017
Q2 | $598K | Buy |
7,885
+1,209
| +18% | +$94.9K | ﹤0.01% | 2188 |
|
|
2017
Q1 | $549K | Buy |
6,676
+1,314
| +25% | +$102K | ﹤0.01% | 2078 |
|
|
2016
Q4 | $379K | Buy |
5,362
+2,317
| +76% | +$147K | ﹤0.01% | 2223 |
|
|
2016
Q3 | $162K | Sell |
3,045
-582
| -16% | -$32.2K | ﹤0.01% | 2536 |
|
|
2016
Q2 | $207K | Sell |
3,627
-1,390
| -28% | -$72.1K | ﹤0.01% | 2460 |
|
|
2016
Q1 | $224K | Buy |
5,017
+612
| +14% | +$26.4K | ﹤0.01% | 2399 |
|
|
2015
Q4 | $208K | Buy |
4,405
+1,405
| +47% | +$68.7K | ﹤0.01% | 2398 |
|
|
2015
Q3 | $135K | Buy |
3,000
+1,740
| +138% | +$76.2K | ﹤0.01% | 2457 |
|
|
2015
Q2 | $58K | Sell |
1,260
-24
| -2% | -$1.12K | ﹤0.01% | 2966 |
|
|
2015
Q1 | $65K | Sell |
1,284
-3,366
| -72% | -$175K | ﹤0.01% | 2813 |
|
|
2014
Q4 | $252K | Buy |
4,650
+1,719
| +59% | +$87.6K | ﹤0.01% | 2384 |
|
|
2014
Q3 | $141K | Sell |
2,931
-4,585
| -61% | -$222K | ﹤0.01% | 2683 |
|
|
2014
Q2 | $359K | Sell |
7,516
-5,673
| -43% | -$260K | ﹤0.01% | 2254 |
|
|
2014
Q1 | $621K | Sell |
13,189
-191
| -1% | -$8.49K | ﹤0.01% | 1927 |
|
|
2013
Q4 | $575K | Buy |
13,380
+669
| +5% | +$28.4K | ﹤0.01% | 1739 |
|
|
2013
Q3 | $512K | Sell |
12,711
-125
| -1% | -$4.95K | ﹤0.01% | 1789 |
|
|
2013
Q2 | $480K | Buy |
+12,836
| New | +$443K | ﹤0.01% | 1766 |
|
Other funds holding PRI
BWA
Bank of Montreal's PRI Position: Q2 2026 in Review
Bank of Montreal reduced its Primerica (PRI) stake by 40% in Q2 2026, selling an estimated $139M and leaving 750,249 shares worth $213M. The position accounts for 0.07% of the portfolio, ranked #222.
Bank of Montreal first reported a position in PRI in Q2 2013 and has held it in 53 quarters since. The position peaked at $339M in Q4 2025. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.
- Bank of Montreal held 750,249 shares of Primerica worth $213M as of Q2 2026.
- Bank of Montreal sold 507,149 Primerica shares in Q2 2026, an estimated $139M.
- Primerica made up 0.07% of Bank of Montreal's portfolio in Q2 2026, its #222 holding.
- Bank of Montreal first reported a position in Primerica in Q2 2013 and has held it in 53 quarters since.
- Bank of Montreal's Primerica position peaked at $339M in Q4 2025.
- 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.