CoreCap Advisors’s Primerica PRI Stock Holding History

CoreCap 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	$1.99K	Buy	7 +6	+600%	+$1.64K	﹤0.01%	2534
2026 Q1	$250	Hold	1	–	–	﹤0.01%	2741
2025 Q4	$258	Hold	1	–	–	﹤0.01%	2781
2025 Q3	$278	Hold	1	–	–	﹤0.01%	2635
2025 Q2	$274	Hold	1	–	–	﹤0.01%	2587
2025 Q1	$285	Hold	1	–	–	﹤0.01%	2825
2024 Q4	$271	Hold	1	–	–	﹤0.01%	2660
2024 Q3	$265	Hold	1	–	–	﹤0.01%	2450
2024 Q2	$237	Hold	1	–	–	﹤0.01%	1500
2024 Q1	$253	Buy	+1	New	+$237	﹤0.01%	2395

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

CoreCap Advisors's PRI Position: Q2 2026 in Review

CoreCap Advisors increased its Primerica (PRI) stake by 600% in Q2 2026, buying an estimated $1.64K and bringing the position to 7 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #2534.

CoreCap Advisors first reported a position in PRI in Q1 2024 and has held it in 10 quarters since. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

CoreCap Advisors held 7 shares of Primerica worth $1.99K as of Q2 2026.
CoreCap Advisors bought 6 Primerica shares in Q2 2026, an estimated $1.64K.
Primerica made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2534 holding.
CoreCap Advisors first reported a position in Primerica in Q1 2024 and has held it in 10 quarters since.
522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.