Commonwealth Equity Services
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Commonwealth Equity Services’s Primerica PRI Stock Holding History

Commonwealth Equity Services’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 		$755K Buy
2,656
+21
+0.8% +$5.75K ﹤0.01% 2949
2026
Q1 		$660K Buy
2,635
+16
+0.6% +$4.13K ﹤0.01% 2953
2025
Q4 		$677K Sell
2,619
-143
-5% -$37.3K ﹤0.01% 2917
2025
Q3 		$767K Sell
2,762
-469
-15% -$126K ﹤0.01% 2798
2025
Q2 		$884K Sell
3,231
-288
-8% -$76.3K ﹤0.01% 2677
2025
Q1 		$1M Sell
3,519
-35
-1% -$9.97K ﹤0.01% 2457
2024
Q4 		$965K Buy
3,554
+76
+2% +$21.5K ﹤0.01% 2418
2024
Q3 		$922K Sell
3,478
-62
-2% -$15.7K ﹤0.01% 2417
2024
Q2 		$838K Buy
3,540
+743
+27% +$168K ﹤0.01% 2415
2024
Q1 		$708K Buy
2,797
+455
+19% +$108K ﹤0.01% 2516
2023
Q4 		$482K Sell
2,342
-25
-1% -$5.11K ﹤0.01% 2744
2023
Q3 		$459K Buy
2,367
+75
+3% +$15.4K ﹤0.01% 2667
2023
Q2 		$453K Buy
2,292
+11
+0.5% +$2.02K ﹤0.01% 2704
2023
Q1 		$393K Buy
2,281
+59
+3% +$9.67K ﹤0.01% 2754
2022
Q4 		$315K Sell
2,222
-470
-17% -$65.5K ﹤0.01% 2828
2022
Q3 		$332K Buy
2,692
+10
+0.4% +$1.27K ﹤0.01% 2742
2022
Q2 		$321K Buy
2,682
+89
+3% +$11.2K ﹤0.01% 2781
2022
Q1 		$354K Buy
2,593
+121
+5% +$17.2K ﹤0.01% 2827
2021
Q4 		$378K Buy
2,472
+12
+0.5% +$1.9K ﹤0.01% 2765
2021
Q3 		$377K Sell
2,460
-11
-0.4% -$1.64K ﹤0.01% 2709
2021
Q2 		$378K Buy
2,471
+444
+22% +$70.1K ﹤0.01% 2699
2021
Q1 		$299K Buy
2,027
+6
+0.3% +$860 ﹤0.01% 2767
2020
Q4 		$270K Buy
+2,021
New +$254K ﹤0.01% 2668

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

Commonwealth Equity Services's PRI Position: Q2 2026 in Review

Commonwealth Equity Services increased its Primerica (PRI) stake by 0.8% in Q2 2026, buying an estimated $5.75K and bringing the position to 2,656 shares worth $755K. The position accounts for ﹤0.01% of the portfolio, ranked #2949.

Commonwealth Equity Services first reported a position in PRI in Q4 2020 and has held it in 23 quarters since. The position peaked at $1M in Q1 2025. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Commonwealth Equity Services held 2,656 shares of Primerica worth $755K as of Q2 2026.
  • Commonwealth Equity Services bought 21 Primerica shares in Q2 2026, an estimated $5.75K.
  • Primerica made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2949 holding.
  • Commonwealth Equity Services first reported a position in Primerica in Q4 2020 and has held it in 23 quarters since.
  • Commonwealth Equity Services's Primerica position peaked at $1M in Q1 2025.
  • 526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.