Capstone Investment Advisors’s Primerica PRI Stock Holding History

Capstone Investment Advisors’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	$980K	Buy	3,450 +1,584	+85%	+$433K	﹤0.01%	952
2026 Q1	$467K	Sell	1,866 -1,800	-49%	-$464K	﹤0.01%	1170
2025 Q4	$947K	Buy	3,666 +2,427	+196%	+$633K	﹤0.01%	889
2025 Q3	$344K	Sell	1,239 -211	-15%	-$56.6K	﹤0.01%	1586
2025 Q2	$397K	Buy	+1,450	New	+$384K	﹤0.01%	1251
2024 Q2	–	Sell	-3,990	Closed	-$1.01M	–	2381
2024 Q1	$1.01M	Buy	3,990 +2,178	+120%	+$515K	﹤0.01%	1147
2023 Q4	$373K	Buy	+1,812	New	+$370K	﹤0.01%	1489
2023 Q3	–	Sell	-1,647	Closed	-$326K	–	2249
2023 Q2	$326K	Buy	+1,647	New	+$302K	﹤0.01%	1356
2017 Q3	–	Sell	-3,743	Closed	-$283K	–	703
2017 Q2	$283K	Buy	+3,743	New	+$294K	0.01%	494
2017 Q1	–	Sell	-9,084	Closed	-$628K	–	1071
2016 Q4	$628K	Buy	+9,084	New	+$578K	0.02%	534

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

Capstone Investment Advisors's PRI Position: Q2 2026 in Review

Capstone Investment Advisors increased its Primerica (PRI) stake by 85% in Q2 2026, buying an estimated $433K and bringing the position to 3,450 shares worth $980K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Capstone Investment Advisors first reported a position in PRI in Q4 2016 and has held it in 10 quarters since. The position peaked at $1.01M in Q1 2024. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Capstone Investment Advisors held 3,450 shares of Primerica worth $980K as of Q2 2026.
Capstone Investment Advisors bought 1,584 Primerica shares in Q2 2026, an estimated $433K.
Primerica made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #952 holding.
Capstone Investment Advisors first reported a position in Primerica in Q4 2016 and has held it in 10 quarters since.
Capstone Investment Advisors's Primerica position peaked at $1.01M in Q1 2024.
527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.