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Creative Financial Designs’s Primerica PRI Stock Holding History

Creative Financial Designs’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 		$853 Hold
3
– – ﹤0.01% 2060
2026
Q1 		$751 Hold
3
– – ﹤0.01% 1949
2025
Q4 		$775 Hold
3
– – ﹤0.01% 1845
2025
Q3 		$833 Hold
3
– – ﹤0.01% 1831
2025
Q2 		$821 Hold
3
– – ﹤0.01% 1825
2025
Q1 		$854 Buy
+3
New +$855 ﹤0.01% 1816

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

Creative Financial Designs's PRI Position: Q2 2026 in Review

Creative Financial Designs held its Primerica (PRI) position steady in Q2 2026 at 3 shares worth $853. The position accounts for ﹤0.01% of the portfolio, ranked #2060.

Creative Financial Designs first reported a position in PRI in Q1 2025 and has held it in 6 quarters since. The position peaked at $854 in Q1 2025. 525 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Creative Financial Designs held 3 shares of Primerica worth $853 as of Q2 2026.
  • Creative Financial Designs left its Primerica share count unchanged in Q2 2026.
  • Primerica made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #2060 holding.
  • Creative Financial Designs first reported a position in Primerica in Q1 2025 and has held it in 6 quarters since.
  • Creative Financial Designs's Primerica position peaked at $854 in Q1 2025.
  • 525 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.