EI
PRI icon

Ethic Inc’s Primerica PRI Stock Holding History

Ethic Inc’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 		$848K Buy
2,983
+80
+3% +$21.9K 0.01% 765
2026
Q1 		$727K Sell
2,903
-1,334
-31% -$344K 0.01% 744
2025
Q4 		$1.09M Buy
4,237
+1,309
+45% +$341K 0.02% 614
2025
Q3 		$813K Sell
2,928
-188
-6% -$50.5K 0.01% 695
2025
Q2 		$837K Buy
3,116
+9
+0.3% +$2.38K 0.02% 672
2025
Q1 		$895K Buy
3,107
+88
+3% +$25.1K 0.02% 621
2024
Q4 		$819K Sell
3,019
-98
-3% -$27.8K 0.02% 652
2024
Q3 		$788K Sell
3,117
-93
-3% -$23.5K 0.02% 637
2024
Q2 		$759K Buy
3,210
+93
+3% +$21.1K 0.02% 644
2024
Q1 		$788K Buy
3,117
+217
+7% +$51.3K 0.02% 637
2023
Q4 		$597K Buy
2,900
+1,129
+64% +$231K 0.02% 681
2023
Q3 		$344K Buy
1,771
+749
+73% +$153K 0.01% 769
2023
Q2 		$202K Buy
+1,022
New +$188K 0.01% 910

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

Ethic Inc's PRI Position: Q2 2026 in Review

Ethic Inc increased its Primerica (PRI) stake by 2.8% in Q2 2026, buying an estimated $21.9K and bringing the position to 2,983 shares worth $848K. The position accounts for 0.01% of the portfolio, ranked #765.

Ethic Inc first reported a position in PRI in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.09M in Q4 2025. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Ethic Inc held 2,983 shares of Primerica worth $848K as of Q2 2026.
  • Ethic Inc bought 80 Primerica shares in Q2 2026, an estimated $21.9K.
  • Primerica made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #765 holding.
  • Ethic Inc first reported a position in Primerica in Q2 2023 and has held it in 13 quarters since.
  • Ethic Inc's Primerica position peaked at $1.09M in Q4 2025.
  • 526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.