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Essential Partners’s Primerica PRI Stock Holding History

Essential 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 		$29.8K Buy
105
+103
+5,150% +$28.2K 0.01% 764
2026
Q1 		$501 Sell
2
-29
-94% -$7.48K ﹤0.01% 2438
2025
Q4 		$8.01K Sell
31
-295
-90% -$77K ﹤0.01% 1250
2025
Q3 		$90.5K Buy
326
+145
+80% +$38.9K 0.03% 452
2025
Q2 		$49.5K Buy
+181
New +$48K 0.02% 476

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

Essential Partners's PRI Position: Q2 2026 in Review

Essential Partners increased its Primerica (PRI) stake by 5,150% in Q2 2026, buying an estimated $28.2K and bringing the position to 105 shares worth $29.8K. The position accounts for 0.01% of the portfolio, ranked #764.

Essential Partners first reported a position in PRI in Q2 2025 and has held it in 5 quarters since. The position peaked at $90.5K in Q3 2025. 525 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Essential Partners held 105 shares of Primerica worth $29.8K as of Q2 2026.
  • Essential Partners bought 103 Primerica shares in Q2 2026, an estimated $28.2K.
  • Primerica made up 0.01% of Essential Partners's portfolio in Q2 2026, its #764 holding.
  • Essential Partners first reported a position in Primerica in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Primerica position peaked at $90.5K in Q3 2025.
  • 525 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.