CX Institutional’s Primerica PRI Stock Holding History

CX Institutional’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	$53K	Sell	188 -20	-10%	-$5.47K	﹤0.01%	974
2026 Q1	$52K	Buy	208 +206	+10,300%	+$53.1K	﹤0.01%	967
2025 Q4	$1K	Buy	+2	New	+$522	﹤0.01%	1483

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

CX Institutional's PRI Position: Q2 2026 in Review

CX Institutional reduced its Primerica (PRI) stake by 9.6% in Q2 2026, selling an estimated $5.47K and leaving 188 shares worth $53K. The position accounts for ﹤0.01% of the portfolio, ranked #974.

CX Institutional first reported a position in PRI in Q4 2025 and has held it in 3 quarters since. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

CX Institutional held 188 shares of Primerica worth $53K as of Q2 2026.
CX Institutional sold 20 Primerica shares in Q2 2026, an estimated $5.47K.
Primerica made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #974 holding.
CX Institutional first reported a position in Primerica in Q4 2025 and has held it in 3 quarters since.
526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.