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Citizens Financial Group’s Primerica PRI Stock Holding History

Citizens Financial 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
Q1 		– Sell
-1,025
Closed -$265K – 908
2025
Q4 		$265K Buy
1,025
+195
+23% +$50.9K ﹤0.01% 705
2025
Q3 		$230K Buy
830
+91
+12% +$24.4K ﹤0.01% 728
2025
Q2 		$202K Buy
739
+8
+1% +$2.12K ﹤0.01% 669
2025
Q1 		$208K Buy
+731
New +$208K ﹤0.01% 579
2020
Q2 		– Sell
-169
Closed -$15K – 1159
2020
Q1 		$15K Buy
+169
New +$19.3K ﹤0.01% 664

Other funds holding PRI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Citizens Financial Group's PRI Position: Q1 2026 in Review

Citizens Financial Group sold out of Primerica (PRI) in Q1 2026, closing a stake of 1,025 shares — an estimated $265K sold.

Citizens Financial Group first reported a position in PRI in Q1 2020 and held it in 5 quarters. The position peaked at $265K in Q4 2025. 511 funds tracked by Wall St. Rank hold PRI as of Q1 2026.

  • Citizens Financial Group reported no remaining Primerica position as of Q1 2026 after selling out during the quarter.
  • Citizens Financial Group sold 1,025 Primerica shares in Q1 2026, an estimated $265K.
  • Citizens Financial Group first reported a position in Primerica in Q1 2020 and held it in 5 quarters.
  • Citizens Financial Group's Primerica position peaked at $265K in Q4 2025.
  • 511 funds tracked by Wall St. Rank held Primerica as of Q1 2026.

Based on Citizens Financial Group's 13F filing for Q1 2026, filed 1 May 2026.