Chicago Partners Investment Group’s Primerica PRI Stock Holding History

Chicago Partners Investment Group’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	$533K	Buy	1,728 +709	+70%	+$194K	0.01%	964
2026 Q1	$287K	Buy	+1,019	New	+$263K	0.01%	1167
2018 Q3	–	Sell	-145	Closed	-$14K	–	1090
2018 Q2	$14K	Hold	145	–	–	﹤0.01%	733
2018 Q1	$14K	Buy	+145	New	+$14.6K	﹤0.01%	716
2017 Q4	–	Sell	-239	Closed	-$19K	–	931
2017 Q3	$19K	Buy	+239	New	+$18.7K	﹤0.01%	639

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

Chicago Partners Investment Group's PRI Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Primerica (PRI) stake by 70% in Q2 2026, buying an estimated $194K and bringing the position to 1,728 shares worth $533K. The position accounts for 0.01% of the portfolio, ranked #964.

Chicago Partners Investment Group first reported a position in PRI in Q3 2017 and has held it in 5 quarters since. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Chicago Partners Investment Group held 1,728 shares of Primerica worth $533K as of Q2 2026.
Chicago Partners Investment Group bought 709 Primerica shares in Q2 2026, an estimated $194K.
Primerica made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #964 holding.
Chicago Partners Investment Group first reported a position in Primerica in Q3 2017 and has held it in 5 quarters since.
522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.