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Blue Trust Inc’s Primerica PRI Stock Holding History

Blue Trust 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 		$192K Buy
677
+29
+4% +$7.93K ﹤0.01% 800
2026
Q1 		$162K Buy
648
+97
+18% +$25K ﹤0.01% 840
2025
Q4 		$142K Sell
551
-36
-6% -$9.39K ﹤0.01% 905
2025
Q3 		$163K Buy
587
+5
+0.9% +$1.34K ﹤0.01% 875
2025
Q2 		$159K Buy
582
+79
+16% +$20.9K ﹤0.01% 853
2025
Q1 		$143K Buy
503
+72
+17% +$20.5K ﹤0.01% 843
2024
Q4 		$117K Sell
431
-236
-35% -$66.9K ﹤0.01% 874
2024
Q3 		$158K Buy
667
+475
+247% +$120K ﹤0.01% 985
2024
Q2 		$48.6K Buy
192
+60
+45% +$13.6K ﹤0.01% 1263
2024
Q1 		$33.4K Buy
132
+40
+43% +$9.46K ﹤0.01% 1056
2023
Q4 		$18K Buy
92
+48
+109% +$9.81K ﹤0.01% 1340
2023
Q3 		$9K Buy
44
+37
+529% +$7.58K ﹤0.01% 1444
2023
Q2 		$1K Sell
7
-209
-97% -$38.4K ﹤0.01% 1908
2023
Q1 		$31K Buy
216
+36
+20% +$5.9K ﹤0.01% 1218
2022
Q4 		$22K Buy
180
+49
+37% +$6.83K ﹤0.01% 1269
2022
Q3 		$16K Buy
131
+20
+18% +$2.54K ﹤0.01% 1183
2022
Q2 		$15K Buy
+111
New +$14K ﹤0.01% 1069

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

Blue Trust Inc's PRI Position: Q2 2026 in Review

Blue Trust Inc increased its Primerica (PRI) stake by 4.5% in Q2 2026, buying an estimated $7.93K and bringing the position to 677 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Blue Trust Inc first reported a position in PRI in Q2 2022 and has held it in 17 quarters since. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Blue Trust Inc held 677 shares of Primerica worth $192K as of Q2 2026.
  • Blue Trust Inc bought 29 Primerica shares in Q2 2026, an estimated $7.93K.
  • Primerica made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #800 holding.
  • Blue Trust Inc first reported a position in Primerica in Q2 2022 and has held it in 17 quarters since.
  • 526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.