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Everhart Financial Group’s Primerica PRI Stock Holding History

Everhart Financial Group’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 		$653K Sell
2,296
-72
-3% -$19.7K 0.04% 236
2026
Q1 		$593K Sell
2,368
-202
-8% -$52.1K 0.05% 240
2025
Q4 		$664K Sell
2,570
-408
-14% -$106K 0.06% 221
2025
Q3 		$827K Sell
2,978
-10
-0.3% -$2.69K 0.08% 175
2025
Q2 		$818K Buy
2,988
+162
+6% +$42.9K 0.09% 149
2025
Q1 		$804K Buy
2,826
+150
+6% +$42.7K 0.11% 136
2024
Q4 		$726K Buy
2,676
+65
+2% +$18.4K 0.15% 140
2024
Q3 		$692K Buy
2,611
+503
+24% +$127K 0.15% 151
2024
Q2 		$499K Buy
2,108
+294
+16% +$66.7K 0.13% 161
2024
Q1 		$459K Buy
1,814
+200
+12% +$47.3K 0.13% 159
2023
Q4 		$332K Buy
1,614
+69
+4% +$14.1K 0.12% 164
2023
Q3 		$300K Buy
1,545
+76
+5% +$15.6K 0.13% 154
2023
Q2 		$291K Buy
1,469
+193
+15% +$35.4K 0.12% 161
2023
Q1 		$220K Buy
+1,276
New +$209K 0.1% 185

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

Everhart Financial Group's PRI Position: Q2 2026 in Review

Everhart Financial Group reduced its Primerica (PRI) stake by 3% in Q2 2026, selling an estimated $19.7K and leaving 2,296 shares worth $653K. The position accounts for 0.04% of the portfolio, ranked #236.

Everhart Financial Group first reported a position in PRI in Q1 2023 and has held it in 14 quarters since. The position peaked at $827K in Q3 2025. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Everhart Financial Group held 2,296 shares of Primerica worth $653K as of Q2 2026.
  • Everhart Financial Group sold 72 Primerica shares in Q2 2026, an estimated $19.7K.
  • Primerica made up 0.04% of Everhart Financial Group's portfolio in Q2 2026, its #236 holding.
  • Everhart Financial Group first reported a position in Primerica in Q1 2023 and has held it in 14 quarters since.
  • Everhart Financial Group's Primerica position peaked at $827K in Q3 2025.
  • 526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.