BCI
PRI icon

Brinker Capital Investments’s Primerica PRI Stock Holding History

Brinker Capital Investments’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 		$801K Sell
2,817
-1,016
-27% -$278K 0.01% 1274
2026
Q1 		$960K Buy
3,833
+66
+2% +$17K 0.01% 1132
2025
Q4 		$973K Sell
3,767
-98
-3% -$25.6K 0.01% 1249
2025
Q3 		$1.07M Sell
3,865
-1
-0% -$268 0.01% 1188
2025
Q2 		$1.06M Buy
3,866
+45
+1% +$11.9K 0.01% 1162
2025
Q1 		$1.09M Sell
3,821
-249
-6% -$70.9K 0.01% 1039
2024
Q4 		$1.1M Sell
4,070
-73
-2% -$20.7K 0.01% 999
2024
Q3 		$1.1M Sell
4,143
-68
-2% -$17.2K 0.01% 1007
2024
Q2 		$996K Sell
4,211
-67
-2% -$15.2K 0.01% 994
2024
Q1 		$1.08M Sell
4,278
-279
-6% -$66K 0.01% 953
2023
Q4 		$964K Sell
4,557
-156
-3% -$31.9K 0.01% 956
2023
Q3 		$914K Sell
4,713
-320
-6% -$65.5K 0.01% 965
2023
Q2 		$995K Sell
5,033
-11
-0.2% -$2.02K 0.01% 962
2023
Q1 		$869K Sell
5,044
-228
-4% -$37.4K 0.01% 936
2022
Q4 		$748K Sell
5,272
-189
-3% -$26.3K 0.01% 847
2022
Q3 		$674K Sell
5,461
-114
-2% -$14.5K 0.01% 851
2022
Q2 		$667K Buy
5,575
+272
+5% +$34.2K 0.01% 873
2022
Q1 		$726K Sell
5,303
-180
-3% -$25.6K 0.01% 909
2021
Q4 		$840K Sell
5,483
-4,059
-43% -$644K 0.01% 884
2021
Q3 		$1.46M Hold
9,542
– – 0.02% 642
2021
Q2 		$1.46M Buy
9,542
+3,228
+51% +$510K 0.02% 700
2021
Q1 		$933K Buy
6,314
+3,560
+129% +$511K 0.01% 724
2020
Q4 		$369K Sell
2,754
-4,923
-64% -$618K 0.01% 897
2020
Q3 		$869K Buy
+7,677
New +$933K 0.01% 725

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

Brinker Capital Investments's PRI Position: Q2 2026 in Review

Brinker Capital Investments reduced its Primerica (PRI) stake by 27% in Q2 2026, selling an estimated $278K and leaving 2,817 shares worth $801K. The position accounts for 0.01% of the portfolio, ranked #1274.

Brinker Capital Investments first reported a position in PRI in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.46M in Q3 2021. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Brinker Capital Investments held 2,817 shares of Primerica worth $801K as of Q2 2026.
  • Brinker Capital Investments sold 1,016 Primerica shares in Q2 2026, an estimated $278K.
  • Primerica made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1274 holding.
  • Brinker Capital Investments first reported a position in Primerica in Q3 2020 and has held it in 24 quarters since.
  • Brinker Capital Investments's Primerica position peaked at $1.46M in Q3 2021.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.