Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s Primerica PRI Stock Holding History

Capital Fund Management (CFM)’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 		$7.45M Buy
26,214
+15,233
+139% +$4.17M 0.03% 723
2026
Q1 		$2.75M Sell
10,981
-8,351
-43% -$2.15M 0.01% 1200
2025
Q4 		$4.99M Buy
19,332
+2,250
+13% +$587K 0.01% 1196
2025
Q3 		$4.74M Sell
17,082
-524
-3% -$141K 0.01% 1285
2025
Q2 		$4.82M Buy
17,606
+4,811
+38% +$1.28M 0.01% 1160
2025
Q1 		$3.64M Buy
+12,795
New +$3.65M 0.01% 1164
2020
Q3 		– Sell
-13,490
Closed -$1.57M – 1349
2020
Q2 		$1.57M Sell
13,490
-17,607
-57% -$1.87M 0.03% 575
2020
Q1 		$2.75M Sell
31,097
-10,803
-26% -$1.23M 0.04% 444
2019
Q4 		$5.47M Sell
41,900
-16,400
-28% -$2.12M 0.04% 504
2019
Q3 		$7.42M Buy
58,300
+6,000
+11% +$724K 0.07% 361
2019
Q2 		$6.27M Buy
+52,300
New +$6.48M 0.06% 432
2017
Q1 		– Sell
-73,670
Closed -$5.09M – 1753
2016
Q4 		$5.09M Buy
+73,670
New +$4.68M 0.04% 494
2013
Q3 		– Sell
-65,159
Closed -$2.44M – 1830
2013
Q2 		$2.44M Buy
+65,159
New +$2.25M 0.04% 566

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

Capital Fund Management (CFM)'s PRI Position: Q2 2026 in Review

Capital Fund Management (CFM) increased its Primerica (PRI) stake by 139% in Q2 2026, buying an estimated $4.17M and bringing the position to 26,214 shares worth $7.45M. The position accounts for 0.03% of the portfolio, ranked #723.

Capital Fund Management (CFM) first reported a position in PRI in Q2 2013 and has held it in 13 quarters since. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Capital Fund Management (CFM) held 26,214 shares of Primerica worth $7.45M as of Q2 2026.
  • Capital Fund Management (CFM) bought 15,233 Primerica shares in Q2 2026, an estimated $4.17M.
  • Primerica made up 0.03% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #723 holding.
  • Capital Fund Management (CFM) first reported a position in Primerica in Q2 2013 and has held it in 13 quarters since.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.