Blueshift Asset Management’s Primerica PRI Stock Holding History

Blueshift Asset 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	$1.79M	Buy	+6,303	New	+$1.72M	0.41%	26
2022 Q2	–	Sell	-6,380	Closed	-$873K	–	947
2022 Q1	$873K	Buy	6,380 +706	+12%	+$100K	0.08%	300
2021 Q4	$870K	Buy	+5,674	New	+$900K	0.08%	327
2021 Q1	–	Sell	-4,596	Closed	-$616K	–	1026
2020 Q4	$616K	Buy	4,596 +2,369	+106%	+$298K	0.07%	369
2020 Q3	$252K	Buy	+2,227	New	+$271K	0.03%	492
2020 Q1	–	Sell	-2,359	Closed	-$308K	–	566
2019 Q4	$308K	Buy	+2,359	New	+$305K	0.04%	596

Other funds holding PRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Blueshift Asset Management's PRI Position: Q2 2026 in Review

Blueshift Asset Management opened a new position in Primerica (PRI) in Q2 2026: 6,303 shares worth $1.79M. The stake represents 0.41% of the portfolio and ranks #26 among its holdings. This is a return to the name: Blueshift Asset Management previously reported a position in PRI as recently as Q1 2022.

Blueshift Asset Management first reported a position in PRI in Q4 2019 and has held it in 6 quarters since. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Blueshift Asset Management held 6,303 shares of Primerica worth $1.79M as of Q2 2026.
Primerica was a new Blueshift Asset Management position in Q2 2026.
Primerica made up 0.41% of Blueshift Asset Management's portfolio in Q2 2026, its #26 holding.
Blueshift Asset Management first reported a position in Primerica in Q4 2019 and has held it in 6 quarters since.
526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Blueshift Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.