FPF
PRI icon

First Pacific Financial’s Primerica PRI Stock Holding History

First Pacific Financial’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 		$2.02K Hold
7
– – ﹤0.01% 489
2026
Q1 		$1.78K Hold
7
– – ﹤0.01% 544
2025
Q4 		$1.82K Hold
7
– – ﹤0.01% 446
2025
Q3 		$1.95K Hold
7
– – ﹤0.01% 435
2025
Q2 		$1.92K Hold
7
– – ﹤0.01% 446
2025
Q1 		$1.99K Buy
+7
New +$1.99K ﹤0.01% 455

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

First Pacific Financial's PRI Position: Q2 2026 in Review

First Pacific Financial held its Primerica (PRI) position steady in Q2 2026 at 7 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

First Pacific Financial first reported a position in PRI in Q1 2025 and has held it in 6 quarters since. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • First Pacific Financial held 7 shares of Primerica worth $2.02K as of Q2 2026.
  • First Pacific Financial left its Primerica share count unchanged in Q2 2026.
  • Primerica made up ﹤0.01% of First Pacific Financial's portfolio in Q2 2026, its #489 holding.
  • First Pacific Financial first reported a position in Primerica in Q1 2025 and has held it in 6 quarters since.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.