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DecisionPoint Financial’s Primerica PRI Stock Holding History

DecisionPoint Financial’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 		$584 Buy
2
+1
+100% +$274 ﹤0.01% 583
2026
Q1 		$251 Hold
1
– – ﹤0.01% 591
2025
Q4 		$259 Hold
1
– – ﹤0.01% 652
2025
Q3 		$277 Hold
1
– – ﹤0.01% 581
2025
Q2 		$279 Buy
+1
New +$265 ﹤0.01% 566

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

DecisionPoint Financial's PRI Position: Q2 2026 in Review

DecisionPoint Financial increased its Primerica (PRI) stake by 100% in Q2 2026, buying an estimated $274 and bringing the position to 2 shares worth $584. The position accounts for ﹤0.01% of the portfolio, ranked #583.

DecisionPoint Financial first reported a position in PRI in Q2 2025 and has held it in 5 quarters since. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • DecisionPoint Financial held 2 shares of Primerica worth $584 as of Q2 2026.
  • DecisionPoint Financial bought 1 Primerica share in Q2 2026, an estimated $274.
  • Primerica made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #583 holding.
  • DecisionPoint Financial first reported a position in Primerica in Q2 2025 and has held it in 5 quarters since.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.