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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
Q3 		$29.1K Buy
107
+2
+2% +$602 0.01% 789
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

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
VIPI
Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Essential Partners's PRI Position: Q3 2026 in Review

Essential Partners increased its Primerica (PRI) stake by 1.9% in Q3 2026, buying an estimated $602 and bringing the position to 107 shares worth $29.1K. The position accounts for 0.01% of the portfolio, ranked #789.

Essential Partners first reported a position in PRI in Q2 2025 and has held it in 6 quarters since. The position peaked at $90.5K in Q3 2025. 53 funds tracked by Wall St. Rank hold PRI as of Q3 2026.

  • Essential Partners held 107 shares of Primerica worth $29.1K as of Q3 2026.
  • Essential Partners bought 2 Primerica shares in Q3 2026, an estimated $602.
  • Primerica made up 0.01% of Essential Partners's portfolio in Q3 2026, its #789 holding.
  • Essential Partners first reported a position in Primerica in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Primerica position peaked at $90.5K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held Primerica as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.