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Covestor’s Primerica PRI Stock Holding History

Covestor’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 		$9K Hold
32
– – 0.01% 1684
2026
Q1 		$8K Sell
32
-180
-85% -$46.4K 0.01% 1593
2025
Q4 		$55K Sell
212
-208
-50% -$54.3K 0.03% 875
2025
Q3 		$117K Buy
420
+185
+79% +$49.7K 0.06% 488
2025
Q2 		$64K Buy
235
+142
+153% +$37.6K 0.04% 792
2025
Q1 		$27K Hold
93
– – 0.02% 1090
2024
Q4 		$25K Buy
93
+12
+15% +$3.4K 0.02% 1115
2024
Q3 		$21K Hold
81
– – 0.01% 1192
2024
Q2 		$19K Sell
81
-1
-1% -$227 0.01% 1223
2024
Q1 		$21K Buy
82
+26
+46% +$6.15K 0.01% 1205
2023
Q4 		$12K Sell
56
-52
-48% -$10.6K 0.01% 1436
2023
Q3 		$21K Buy
108
+51
+89% +$10.4K 0.02% 1102
2023
Q2 		$11K Sell
57
-25
-30% -$4.59K 0.01% 1393
2023
Q1 		$14K Sell
82
-1
-1% -$164 0.01% 1151
2022
Q4 		$12K Sell
83
-91
-52% -$12.7K 0.01% 1252
2022
Q3 		$21K Sell
174
-70
-29% -$8.87K 0.02% 979
2022
Q2 		$29K Sell
244
-11
-4% -$1.38K 0.02% 902
2022
Q1 		$35K Buy
255
+109
+75% +$15.5K 0.02% 916
2021
Q4 		$23K Buy
+146
New +$23.2K 0.03% 828

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

Covestor's PRI Position: Q2 2026 in Review

Covestor held its Primerica (PRI) position steady in Q2 2026 at 32 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #1684.

Covestor first reported a position in PRI in Q4 2021 and has held it in 19 quarters since. The position peaked at $117K in Q3 2025. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Covestor held 32 shares of Primerica worth $9K as of Q2 2026.
  • Covestor left its Primerica share count unchanged in Q2 2026.
  • Primerica made up 0.01% of Covestor's portfolio in Q2 2026, its #1684 holding.
  • Covestor first reported a position in Primerica in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Primerica position peaked at $117K in Q3 2025.
  • 526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.