Bruce G. Allen Investments’s Primerica PRI Stock Holding History

Bruce G. Allen 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	$2.27K	Hold	8	–	–	﹤0.01%	666
2026 Q1	$2K	Hold	8	–	–	﹤0.01%	693
2025 Q4	$2.07K	Hold	8	–	–	﹤0.01%	698
2025 Q3	$2.22K	Hold	8	–	–	﹤0.01%	684
2025 Q2	$2.19K	Hold	8	–	–	﹤0.01%	691
2025 Q1	$2.28K	Hold	8	–	–	﹤0.01%	686
2024 Q4	$2.17K	Hold	8	–	–	﹤0.01%	696
2024 Q3	$2.12K	Hold	8	–	–	﹤0.01%	700
2024 Q2	$1.89K	Hold	8	–	–	﹤0.01%	690
2024 Q1	$2.02K	Hold	8	–	–	﹤0.01%	703
2023 Q4	$1.65K	Buy	+8	New	+$1.64K	﹤0.01%	775

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 $3.38T AUM 44.17% 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

Bruce G. Allen Investments's PRI Position: Q2 2026 in Review

Bruce G. Allen Investments held its Primerica (PRI) position steady in Q2 2026 at 8 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Bruce G. Allen Investments first reported a position in PRI in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.28K in Q1 2025. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Bruce G. Allen Investments held 8 shares of Primerica worth $2.27K as of Q2 2026.
Bruce G. Allen Investments left its Primerica share count unchanged in Q2 2026.
Primerica made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #666 holding.
Bruce G. Allen Investments first reported a position in Primerica in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's Primerica position peaked at $2.28K in Q1 2025.
527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.