DZ Bank’s Primerica PRI Stock Holding History

DZ Bank’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	$214K	Buy	754 +377	+100%	+$103K	﹤0.01%	914
2026 Q1	$94.4K	Hold	377	–	–	﹤0.01%	938
2025 Q4	$97.4K	Hold	377	–	–	﹤0.01%	923
2025 Q3	$105K	Hold	377	–	–	﹤0.01%	892
2025 Q2	$103K	Sell	377 -1,014	-73%	-$269K	﹤0.01%	872
2025 Q1	$396K	Buy	1,391 +952	+217%	+$271K	﹤0.01%	788
2024 Q4	$119K	Hold	439	–	–	﹤0.01%	855
2024 Q3	$116K	Buy	+439	New	+$111K	﹤0.01%	886

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

DZ Bank's PRI Position: Q2 2026 in Review

DZ Bank increased its Primerica (PRI) stake by 100% in Q2 2026, buying an estimated $103K and bringing the position to 754 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #914.

DZ Bank first reported a position in PRI in Q3 2024 and has held it in 8 quarters since. The position peaked at $396K in Q1 2025. 525 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

DZ Bank held 754 shares of Primerica worth $214K as of Q2 2026.
DZ Bank bought 377 Primerica shares in Q2 2026, an estimated $103K.
Primerica made up ﹤0.01% of DZ Bank's portfolio in Q2 2026, its #914 holding.
DZ Bank first reported a position in Primerica in Q3 2024 and has held it in 8 quarters since.
DZ Bank's Primerica position peaked at $396K in Q1 2025.
525 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on DZ Bank's 13F filing for Q2 2026, filed 14 Aug 2026.