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Brookstone Capital Management’s Primerica PRI Stock Holding History

Brookstone Capital 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 		– Sell
-1,089
Closed -$273K – 1360
2026
Q1 		$273K Hold
1,089
– – ﹤0.01% 1056
2025
Q4 		$281K Buy
1,089
+5
+0.5% +$1.3K ﹤0.01% 1009
2025
Q3 		$301K Hold
1,084
– – ﹤0.01% 969
2025
Q2 		$297K Hold
1,084
– – ﹤0.01% 902
2025
Q1 		$308K Buy
1,084
+4
+0.4% +$1.14K ﹤0.01% 845
2024
Q4 		$293K Hold
1,080
– – ﹤0.01% 837
2024
Q3 		$286K Buy
+1,080
New +$273K ﹤0.01% 852

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

Brookstone Capital Management's PRI Position: Q2 2026 in Review

Brookstone Capital Management sold out of Primerica (PRI) in Q2 2026, closing a stake of 1,089 shares — an estimated $273K sold.

Brookstone Capital Management first reported a position in PRI in Q3 2024 and held it in 7 quarters. The position peaked at $308K in Q1 2025. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Brookstone Capital Management reported no remaining Primerica position as of Q2 2026 after selling out during the quarter.
  • Brookstone Capital Management sold 1,089 Primerica shares in Q2 2026, an estimated $273K.
  • Brookstone Capital Management first reported a position in Primerica in Q3 2024 and held it in 7 quarters.
  • Brookstone Capital Management's Primerica position peaked at $308K in Q1 2025.
  • 526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.