Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Primerica PRI Stock Holding History

Envestnet Portfolio Solutions’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 		$1.65M Buy
5,797
+106
+2% +$29K 0.01% 548
2026
Q1 		$1.43M Sell
5,691
-283
-5% -$73K 0.01% 533
2025
Q4 		$1.54M Sell
5,974
-54
-0.9% -$14.1K 0.01% 619
2025
Q3 		$1.67M Sell
6,028
-1,163
-16% -$312K 0.01% 575
2025
Q2 		$1.97M Buy
7,191
+3,448
+92% +$914K 0.01% 567
2025
Q1 		$1.06M Sell
3,743
-3,543
-49% -$1.01M ﹤0.01% 772
2024
Q4 		$1.98M Sell
7,286
-532
-7% -$151K 0.01% 669
2024
Q3 		$2.07M Buy
7,818
+1,257
+19% +$317K 0.01% 648
2024
Q2 		$1.55M Buy
6,561
+239
+4% +$54.2K 0.01% 717
2024
Q1 		$1.6M Buy
6,322
+3,649
+137% +$863K 0.01% 703
2023
Q4 		$550K Buy
2,673
+138
+5% +$28.2K ﹤0.01% 1009
2023
Q3 		$492K Buy
+2,535
New +$519K ﹤0.01% 993

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

Envestnet Portfolio Solutions's PRI Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Primerica (PRI) stake by 1.9% in Q2 2026, buying an estimated $29K and bringing the position to 5,797 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #548.

Envestnet Portfolio Solutions first reported a position in PRI in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.07M in Q3 2024. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Envestnet Portfolio Solutions held 5,797 shares of Primerica worth $1.65M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 106 Primerica shares in Q2 2026, an estimated $29K.
  • Primerica made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #548 holding.
  • Envestnet Portfolio Solutions first reported a position in Primerica in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Primerica position peaked at $2.07M in Q3 2024.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.