CX Institutional
PRI icon

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
Q3 		$51K Buy
189
+1
+0.5% +$301 ﹤0.01% 1012
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

PhiloSmith Capital
PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

CX Institutional's PRI Position: Q3 2026 in Review

CX Institutional increased its Primerica (PRI) stake by 0.53% in Q3 2026, buying an estimated $301 and bringing the position to 189 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

CX Institutional first reported a position in PRI in Q4 2025 and has held it in 4 quarters since. The position peaked at $53K in Q2 2026. 103 funds tracked by Wall St. Rank hold PRI as of Q3 2026.

  • CX Institutional held 189 shares of Primerica worth $51K as of Q3 2026.
  • CX Institutional bought 1 Primerica share in Q3 2026, an estimated $301.
  • Primerica made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1012 holding.
  • CX Institutional first reported a position in Primerica in Q4 2025 and has held it in 4 quarters since.
  • CX Institutional's Primerica position peaked at $53K in Q2 2026.
  • 103 funds tracked by Wall St. Rank held Primerica as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.