Calamos Wealth Management’s Primerica PRI Stock Holding History

Calamos Wealth 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	-1,209	Closed	-$303K	–	560
2026 Q1	$303K	Buy	+1,209	New	+$312K	0.01%	388

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

Calamos Wealth Management's PRI Position: Q2 2026 in Review

Calamos Wealth Management sold out of Primerica (PRI) in Q2 2026, closing a stake of 1,209 shares — an estimated $303K sold.

Calamos Wealth Management first reported a position in PRI in Q1 2026 and held it in 1 quarter. The position peaked at $303K in Q1 2026. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Calamos Wealth Management reported no remaining Primerica position as of Q2 2026 after selling out during the quarter.
Calamos Wealth Management sold 1,209 Primerica shares in Q2 2026, an estimated $303K.
Calamos Wealth Management first reported a position in Primerica in Q1 2026 and held it in 1 quarter.
Calamos Wealth Management's Primerica position peaked at $303K in Q1 2026.
522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.