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Fiduciary Financial Group’s Primerica PRI Stock Holding History

Fiduciary 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 		– Sell
-1,255
Closed -$314K – 389
2026
Q1 		$314K Sell
1,255
-6
-0.5% -$1.55K 0.04% 263
2025
Q4 		$326K Buy
1,261
+91
+8% +$23.7K 0.05% 249
2025
Q3 		$325K Buy
+1,170
New +$314K 0.05% 236

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

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

Fiduciary Financial Group sold out of Primerica (PRI) in Q2 2026, closing a stake of 1,255 shares — an estimated $314K sold.

Fiduciary Financial Group first reported a position in PRI in Q3 2025 and held it in 3 quarters. The position peaked at $326K in Q4 2025. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Fiduciary Financial Group reported no remaining Primerica position as of Q2 2026 after selling out during the quarter.
  • Fiduciary Financial Group sold 1,255 Primerica shares in Q2 2026, an estimated $314K.
  • Fiduciary Financial Group first reported a position in Primerica in Q3 2025 and held it in 3 quarters.
  • Fiduciary Financial Group's Primerica position peaked at $326K in Q4 2025.
  • 526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.