Focus Partners Wealth
PRI icon

Focus Partners Wealth’s Primerica PRI Stock Holding History

Focus Partners Wealth’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 		$2.69M Buy
9,448
+2,369
+33% +$648K ﹤0.01% 1223
2026
Q1 		$1.8M Buy
7,079
+3,543
+100% +$914K ﹤0.01% 1357
2025
Q4 		$914K Buy
3,536
+2,471
+232% +$645K ﹤0.01% 1672
2025
Q3 		$296K Sell
1,065
-117
-10% -$31.4K ﹤0.01% 1851
2025
Q2 		$323K Sell
1,182
-216
-15% -$57.3K ﹤0.01% 1645
2025
Q1 		$398K Buy
1,398
+82
+6% +$23.4K ﹤0.01% 1445
2024
Q4 		$357K Sell
1,316
-156
-11% -$44.2K ﹤0.01% 1472
2024
Q3 		$316K Buy
+1,472
New +$372K ﹤0.01% 1308

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

Focus Partners Wealth's PRI Position: Q2 2026 in Review

Focus Partners Wealth increased its Primerica (PRI) stake by 33% in Q2 2026, buying an estimated $648K and bringing the position to 9,448 shares worth $2.69M. The position accounts for ﹤0.01% of the portfolio, ranked #1223.

Focus Partners Wealth first reported a position in PRI in Q3 2024 and has held it in 8 quarters since. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Focus Partners Wealth held 9,448 shares of Primerica worth $2.69M as of Q2 2026.
  • Focus Partners Wealth bought 2,369 Primerica shares in Q2 2026, an estimated $648K.
  • Primerica made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1223 holding.
  • Focus Partners Wealth first reported a position in Primerica in Q3 2024 and has held it in 8 quarters since.
  • 526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.