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Bare Financial Services’s Primerica PRI Stock Holding History

Bare Financial Services’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 		$2.56K Buy
9
+3
+50% +$821 ﹤0.01% 1076
2026
Q1 		$1.5K Buy
+6
New +$1.55K ﹤0.01% 1088
2025
Q4 		– Sell
-4
Closed -$1.11K – 1669
2025
Q3 		$1.11K Buy
+4
New +$1.07K ﹤0.01% 990
2025
Q2 		– Sell
-2
Closed -$569 – 1286
2025
Q1 		$569 Buy
+2
New +$570 ﹤0.01% 740

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

Bare Financial Services's PRI Position: Q2 2026 in Review

Bare Financial Services increased its Primerica (PRI) stake by 50% in Q2 2026, buying an estimated $821 and bringing the position to 9 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

Bare Financial Services first reported a position in PRI in Q1 2025 and has held it in 4 quarters since. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Bare Financial Services held 9 shares of Primerica worth $2.56K as of Q2 2026.
  • Bare Financial Services bought 3 Primerica shares in Q2 2026, an estimated $821.
  • Primerica made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1076 holding.
  • Bare Financial Services first reported a position in Primerica in Q1 2025 and has held it in 4 quarters since.
  • 526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

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