Financial Management Professionals’s Primerica PRI Stock Holding History

Financial Management Professionals’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	$2.56K	Hold	9	–	–	﹤0.01%	764
2026 Q1	$2.25K	Hold	9	–	–	﹤0.01%	715
2025 Q4	$2.33K	Hold	9	–	–	﹤0.01%	701
2025 Q3	$2.5K	Hold	9	–	–	﹤0.01%	681
2025 Q2	$2.46K	Hold	9	–	–	﹤0.01%	717
2025 Q1	$2.56K	Hold	9	–	–	﹤0.01%	712
2024 Q4	$2.44K	Sell	9 -1	-10%	-$284	﹤0.01%	707
2024 Q3	$3K	Hold	10	–	–	﹤0.01%	708
2024 Q2	$2K	Hold	10	–	–	﹤0.01%	717
2024 Q1	$3K	Hold	10	–	–	﹤0.01%	710
2023 Q4	$2K	Hold	10	–	–	﹤0.01%	772
2023 Q3	$2K	Sell	10 -7	-41%	-$1.43K	﹤0.01%	724
2023 Q2	$3K	Hold	17	–	–	﹤0.01%	716
2023 Q1	$3K	Hold	17	–	–	﹤0.01%	770
2022 Q4	$2K	Hold	17	–	–	﹤0.01%	758
2022 Q3	$2K	Hold	17	–	–	﹤0.01%	761
2022 Q2	$2K	Hold	17	–	–	﹤0.01%	771
2022 Q1	$2K	Hold	17	–	–	﹤0.01%	803
2021 Q4	$3K	Hold	17	–	–	﹤0.01%	680
2021 Q3	$3K	Hold	17	–	–	﹤0.01%	673
2021 Q2	$3K	Buy	+17	New	+$2.68K	﹤0.01%	617
2018 Q3	–	Sell	-91	Closed	-$9K	–	307
2018 Q2	$9K	Hold	91	–	–	﹤0.01%	168
2018 Q1	$9K	Hold	91	–	–	﹤0.01%	169
2017 Q4	$9K	Hold	91	–	–	﹤0.01%	138
2017 Q3	$7K	Hold	91	–	–	﹤0.01%	152
2017 Q2	$6K	Hold	91	–	–	﹤0.01%	181
2017 Q1	$7K	Hold	91	–	–	﹤0.01%	190
2016 Q4	$6K	Hold	91	–	–	﹤0.01%	191
2016 Q3	$4K	Buy	+91	New	+$5.03K	﹤0.01%	239

Other funds holding PRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Financial Management Professionals's PRI Position: Q2 2026 in Review

Financial Management Professionals held its Primerica (PRI) position steady in Q2 2026 at 9 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Financial Management Professionals first reported a position in PRI in Q3 2016 and has held it in 29 quarters since. The position peaked at $9K in Q2 2018. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Financial Management Professionals held 9 shares of Primerica worth $2.56K as of Q2 2026.
Financial Management Professionals left its Primerica share count unchanged in Q2 2026.
Primerica made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #764 holding.
Financial Management Professionals first reported a position in Primerica in Q3 2016 and has held it in 29 quarters since.
Financial Management Professionals's Primerica position peaked at $9K in Q2 2018.
526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

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