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Evergreen Capital Management’s Primerica PRI Stock Holding History

Evergreen 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 		$674K Buy
2,370
+1,059
+81% +$290K 0.01% 731
2026
Q1 		$328K Buy
+1,311
New +$338K 0.01% 1057
2025
Q4 		– Sell
-1,167
Closed -$324K – 1491
2025
Q3 		$324K Buy
+1,167
New +$313K 0.01% 914
2025
Q2 		– Sell
-925
Closed -$263K – 1222
2025
Q1 		$263K Buy
925
+167
+22% +$47.6K 0.01% 829
2024
Q4 		$206K Buy
+758
New +$215K 0.01% 985

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

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

Evergreen Capital Management increased its Primerica (PRI) stake by 81% in Q2 2026, buying an estimated $290K and bringing the position to 2,370 shares worth $674K. The position accounts for 0.01% of the portfolio, ranked #731.

Evergreen Capital Management first reported a position in PRI in Q4 2024 and has held it in 5 quarters since. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Evergreen Capital Management held 2,370 shares of Primerica worth $674K as of Q2 2026.
  • Evergreen Capital Management bought 1,059 Primerica shares in Q2 2026, an estimated $290K.
  • Primerica made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #731 holding.
  • Evergreen Capital Management first reported a position in Primerica in Q4 2024 and has held it in 5 quarters since.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.