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 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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capstone Investment Advisors's PRI Position: Q1 2026 in Review

Capstone Investment Advisors reduced its Primerica (PRI) stake by 49% in Q1 2026, selling an estimated $464K and leaving 1,866 shares worth $467K. The position accounts for ﹤0.01% of the portfolio, ranked #1170.

Capstone Investment Advisors first reported a position in PRI in Q4 2016 and has held it in 9 quarters since. The position peaked at $1.01M in Q1 2024. 506 funds tracked by Wall St. Rank hold PRI as of Q1 2026.

Capstone Investment Advisors held 1,866 shares of Primerica worth $467K as of Q1 2026.
Capstone Investment Advisors sold 1,800 Primerica shares in Q1 2026, an estimated $464K.
Primerica made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1170 holding.
Capstone Investment Advisors first reported a position in Primerica in Q4 2016 and has held it in 9 quarters since.
Capstone Investment Advisors's Primerica position peaked at $1.01M in Q1 2024.
506 funds tracked by Wall St. Rank held Primerica as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.