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Benjamin Edwards Inc’s Primerica PRI Stock Holding History

Benjamin Edwards Inc’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 		– Sell
-1,517
Closed -$380K – 1472
2026
Q1 		$380K Sell
1,517
-209
-12% -$53.9K ﹤0.01% 1085
2025
Q4 		$446K Buy
1,726
+267
+18% +$69.7K ﹤0.01% 985
2025
Q3 		$405K Buy
1,459
+424
+41% +$114K ﹤0.01% 993
2025
Q2 		$283K Buy
1,035
+311
+43% +$82.4K ﹤0.01% 1009
2025
Q1 		$206K Buy
+724
New +$206K ﹤0.01% 1043

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

Benjamin Edwards Inc's PRI Position: Q2 2026 in Review

Benjamin Edwards Inc sold out of Primerica (PRI) in Q2 2026, closing a stake of 1,517 shares — an estimated $380K sold.

Benjamin Edwards Inc first reported a position in PRI in Q1 2025 and held it in 5 quarters. The position peaked at $446K in Q4 2025. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Benjamin Edwards Inc reported no remaining Primerica position as of Q2 2026 after selling out during the quarter.
  • Benjamin Edwards Inc sold 1,517 Primerica shares in Q2 2026, an estimated $380K.
  • Benjamin Edwards Inc first reported a position in Primerica in Q1 2025 and held it in 5 quarters.
  • Benjamin Edwards Inc's Primerica position peaked at $446K in Q4 2025.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.