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Cornerstone Planning Group’s Primerica PRI Stock Holding History

Cornerstone Planning 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 		$3.14K Hold
10
– – ﹤0.01% 1209
2026
Q1 		$2.77K Hold
10
– – ﹤0.01% 1226
2025
Q4 		$2.59K Sell
10
-322
-97% -$84K ﹤0.01% 1135
2025
Q3 		$7.24K Buy
332
+330
+16,500% +$88.6K ﹤0.01% 850
2025
Q2 		$528 Buy
+2
New +$530 ﹤0.01% 1286

Other funds holding PRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cornerstone Planning Group's PRI Position: Q2 2026 in Review

Cornerstone Planning Group held its Primerica (PRI) position steady in Q2 2026 at 10 shares worth $3.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

Cornerstone Planning Group first reported a position in PRI in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.24K in Q3 2025. 273 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Cornerstone Planning Group held 10 shares of Primerica worth $3.14K as of Q2 2026.
  • Cornerstone Planning Group left its Primerica share count unchanged in Q2 2026.
  • Primerica made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1209 holding.
  • Cornerstone Planning Group first reported a position in Primerica in Q2 2025 and has held it in 5 quarters since.
  • Cornerstone Planning Group's Primerica position peaked at $7.24K in Q3 2025.
  • 273 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.