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Financiere des Professionnels’s Primerica PRI Stock Holding History

Financiere des Professionnels’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
Q1 		– Sell
-1,025
Closed -$265K – 423
2025
Q4 		$265K Hold
1,025
– – 0.02% 272
2025
Q3 		$285K Hold
1,025
– – 0.02% 280
2025
Q2 		$281K Buy
+1,025
New +$272K 0.02% 257

Other funds holding PRI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Financiere des Professionnels's PRI Position: Q1 2026 in Review

Financiere des Professionnels sold out of Primerica (PRI) in Q1 2026, closing a stake of 1,025 shares — an estimated $265K sold.

Financiere des Professionnels first reported a position in PRI in Q2 2025 and held it in 3 quarters. The position peaked at $285K in Q3 2025. 511 funds tracked by Wall St. Rank hold PRI as of Q1 2026.

  • Financiere des Professionnels reported no remaining Primerica position as of Q1 2026 after selling out during the quarter.
  • Financiere des Professionnels sold 1,025 Primerica shares in Q1 2026, an estimated $265K.
  • Financiere des Professionnels first reported a position in Primerica in Q2 2025 and held it in 3 quarters.
  • Financiere des Professionnels's Primerica position peaked at $285K in Q3 2025.
  • 511 funds tracked by Wall St. Rank held Primerica as of Q1 2026.

Based on Financiere des Professionnels's 13F filing for Q1 2026, filed 6 May 2026.