DF
PRI icon

Dunhill Financial’s Primerica PRI Stock Holding History

Dunhill 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 		$2.2K Hold
7
– – ﹤0.01% 835
2026
Q1 		$1.94K Buy
7
+6
+600% +$1.55K ﹤0.01% 813
2025
Q4 		$196 Buy
+1
New +$261 ﹤0.01% 1130
2024
Q4 		– Sell
-44
Closed -$11.7K – 954
2024
Q3 		$11.7K Hold
44
– – 0.01% 351
2024
Q2 		$10.4K Buy
+44
New +$9.98K 0.01% 281

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

Dunhill Financial's PRI Position: Q2 2026 in Review

Dunhill Financial held its Primerica (PRI) position steady in Q2 2026 at 7 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Dunhill Financial first reported a position in PRI in Q2 2024 and has held it in 5 quarters since. The position peaked at $11.7K in Q3 2024. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Dunhill Financial held 7 shares of Primerica worth $2.2K as of Q2 2026.
  • Dunhill Financial left its Primerica share count unchanged in Q2 2026.
  • Primerica made up ﹤0.01% of Dunhill Financial's portfolio in Q2 2026, its #835 holding.
  • Dunhill Financial first reported a position in Primerica in Q2 2024 and has held it in 5 quarters since.
  • Dunhill Financial's Primerica position peaked at $11.7K in Q3 2024.
  • 527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.