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BTC Capital Management’s Primerica PRI Stock Holding History

BTC 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 		$815K Buy
2,840
+43
+2% +$11.8K 0.05% 153
2026
Q1 		$701K Buy
2,797
+337
+14% +$86.9K 0.05% 159
2025
Q4 		$636K Buy
2,460
+101
+4% +$26.3K 0.04% 156
2025
Q3 		$655K Buy
2,359
+199
+9% +$53.4K 0.05% 157
2025
Q2 		$589K Buy
2,160
+82
+4% +$21.7K 0.05% 155
2025
Q1 		$591K Sell
2,078
-87
-4% -$24.8K 0.05% 146
2024
Q4 		$588K Buy
2,165
+4
+0.2% +$1.13K 0.05% 151
2024
Q3 		$573K Sell
2,161
-32
-1% -$8.08K 0.05% 160
2024
Q2 		$519K Sell
2,193
-87
-4% -$19.7K 0.05% 157
2024
Q1 		$577K Buy
+2,280
New +$539K 0.05% 160
2023
Q3 		$435K Sell
2,244
-202
-8% -$41.4K 0.05% 168
2023
Q2 		$484K Buy
2,446
+711
+41% +$131K 0.05% 164
2023
Q1 		$298K Sell
1,735
-1,051
-38% -$172K 0.03% 192
2022
Q4 		$395K Sell
2,786
-201
-7% -$28K 0.05% 178
2022
Q3 		$369K Buy
2,987
+118
+4% +$15K 0.05% 183
2022
Q2 		$344K Sell
2,869
-106
-4% -$13.3K 0.04% 194
2022
Q1 		$408K Buy
2,975
+105
+4% +$14.9K 0.04% 200
2021
Q4 		$438K Buy
+2,870
New +$455K 0.04% 196
2021
Q2 		– Sell
-1,663
Closed -$246K – 232
2021
Q1 		$246K Sell
1,663
-2,095
-56% -$300K 0.03% 208
2020
Q4 		$503K Sell
3,758
-202
-5% -$25.4K 0.06% 158
2020
Q3 		$448K Sell
3,960
-13
-0.3% -$1.58K 0.06% 142
2020
Q2 		$465K Buy
+3,973
New +$423K 0.07% 134
2020
Q1 		– Sell
-1,837
Closed -$239K – 181
2019
Q4 		$239K Sell
1,837
-108
-6% -$13.9K 0.03% 172
2019
Q3 		$249K Sell
1,945
-22
-1% -$2.65K 0.04% 164
2019
Q2 		$236K Buy
+1,967
New +$244K 0.04% 172

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

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

BTC Capital Management increased its Primerica (PRI) stake by 1.5% in Q2 2026, buying an estimated $11.8K and bringing the position to 2,840 shares worth $815K. The position accounts for 0.05% of the portfolio, ranked #153.

BTC Capital Management first reported a position in PRI in Q2 2019 and has held it in 25 quarters since. 525 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • BTC Capital Management held 2,840 shares of Primerica worth $815K as of Q2 2026.
  • BTC Capital Management bought 43 Primerica shares in Q2 2026, an estimated $11.8K.
  • Primerica made up 0.05% of BTC Capital Management's portfolio in Q2 2026, its #153 holding.
  • BTC Capital Management first reported a position in Primerica in Q2 2019 and has held it in 25 quarters since.
  • 525 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on BTC Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.