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Everence Capital Management’s Primerica PRI Stock Holding History

Everence Capital Management’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 		$270K Hold
950
– – 0.01% 683
2026
Q1 		$238K Buy
+950
New +$245K 0.01% 679
2025
Q2 		– Sell
-840
Closed -$239K – 836
2025
Q1 		$239K Hold
840
– – 0.02% 667
2024
Q4 		$228K Buy
+840
New +$238K 0.01% 725

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

Everence Capital Management's PRI Position: Q2 2026 in Review

Everence Capital Management held its Primerica (PRI) position steady in Q2 2026 at 950 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #683.

Everence Capital Management first reported a position in PRI in Q4 2024 and has held it in 4 quarters since. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Everence Capital Management held 950 shares of Primerica worth $270K as of Q2 2026.
  • Everence Capital Management left its Primerica share count unchanged in Q2 2026.
  • Primerica made up 0.01% of Everence Capital Management's portfolio in Q2 2026, its #683 holding.
  • Everence Capital Management first reported a position in Primerica in Q4 2024 and has held it in 4 quarters since.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.