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Edgestream Partners’s Primerica PRI Stock Holding History

Edgestream Partners’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 		$786K Buy
+2,764
New +$756K 0.02% 714
2026
Q1 		– Sell
-5,518
Closed -$1.43M – 1060
2025
Q4 		$1.43M Buy
+5,518
New +$1.44M 0.04% 609
2025
Q3 		– Sell
-6,648
Closed -$1.82M – 1023
2025
Q2 		$1.82M Sell
6,648
-21,206
-76% -$5.62M 0.05% 544
2025
Q1 		$7.93M Buy
27,854
+8,109
+41% +$2.31M 0.27% 93
2024
Q4 		$5.36M Buy
19,745
+614
+3% +$174K 0.23% 129
2024
Q3 		$5.07M Buy
+19,131
New +$4.83M 0.22% 132
2024
Q2 		– Sell
-3,870
Closed -$979K – 998
2024
Q1 		$979K Buy
+3,870
New +$915K 0.05% 505
2023
Q4 		– Sell
-14,166
Closed -$2.75M – 1019
2023
Q3 		$2.75M Buy
14,166
+6,135
+76% +$1.26M 0.22% 117
2023
Q2 		$1.59M Buy
+8,031
New +$1.47M 0.14% 246

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

Edgestream Partners's PRI Position: Q2 2026 in Review

Edgestream Partners opened a new position in Primerica (PRI) in Q2 2026: 2,764 shares worth $786K. The stake represents 0.02% of the portfolio and ranks #714 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in PRI as recently as Q4 2025.

Edgestream Partners first reported a position in PRI in Q2 2023 and has held it in 9 quarters since. The position peaked at $7.93M in Q1 2025. 525 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Edgestream Partners held 2,764 shares of Primerica worth $786K as of Q2 2026.
  • Primerica was a new Edgestream Partners position in Q2 2026.
  • Primerica made up 0.02% of Edgestream Partners's portfolio in Q2 2026, its #714 holding.
  • Edgestream Partners first reported a position in Primerica in Q2 2023 and has held it in 9 quarters since.
  • Edgestream Partners's Primerica position peaked at $7.93M in Q1 2025.
  • 525 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.