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Crestwood Advisors Group’s Primerica PRI Stock Holding History

Crestwood Advisors 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 		$437K Buy
1,539
+196
+15% +$53.6K 0.01% 541
2026
Q1 		$336K Buy
1,343
+177
+15% +$45.6K 0.01% 536
2025
Q4 		$301K Buy
1,166
+409
+54% +$107K 0.01% 516
2025
Q3 		$210K Buy
+757
New +$203K ﹤0.01% 541
2025
Q2 		– Sell
-726
Closed -$207K – 540
2025
Q1 		$207K Buy
+726
New +$207K ﹤0.01% 482

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

Crestwood Advisors Group's PRI Position: Q2 2026 in Review

Crestwood Advisors Group increased its Primerica (PRI) stake by 15% in Q2 2026, buying an estimated $53.6K and bringing the position to 1,539 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #541.

Crestwood Advisors Group first reported a position in PRI in Q1 2025 and has held it in 5 quarters since. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Crestwood Advisors Group held 1,539 shares of Primerica worth $437K as of Q2 2026.
  • Crestwood Advisors Group bought 196 Primerica shares in Q2 2026, an estimated $53.6K.
  • Primerica made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #541 holding.
  • Crestwood Advisors Group first reported a position in Primerica in Q1 2025 and has held it in 5 quarters since.
  • 526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.