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Bay Harbor Wealth Management’s Primerica PRI Stock Holding History

Bay Harbor Wealth 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
Q2 		$1.99K Buy
7
+2
+40% +$547 ﹤0.01% 651
2026
Q1 		$1.25K Buy
5
+1
+25% +$258 ﹤0.01% 692
2025
Q4 		$1.03K Hold
4
– – ﹤0.01% 635
2025
Q3 		$1.11K Buy
4
+1
+33% +$268 ﹤0.01% 499
2025
Q2 		$821 Buy
3
+2
+200% +$530 ﹤0.01% 505
2025
Q1 		$284 Buy
+1
New +$285 ﹤0.01% 569

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

Bay Harbor Wealth Management's PRI Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Primerica (PRI) stake by 40% in Q2 2026, buying an estimated $547 and bringing the position to 7 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Bay Harbor Wealth Management first reported a position in PRI in Q1 2025 and has held it in 6 quarters since. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Bay Harbor Wealth Management held 7 shares of Primerica worth $1.99K as of Q2 2026.
  • Bay Harbor Wealth Management bought 2 Primerica shares in Q2 2026, an estimated $547.
  • Primerica made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #651 holding.
  • Bay Harbor Wealth Management first reported a position in Primerica in Q1 2025 and has held it in 6 quarters since.
  • 526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.