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FORA Capital’s Primerica PRI Stock Holding History

FORA Capital’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
-1,225
Closed -$307K – 514
2026
Q1 		$307K Sell
1,225
-206
-14% -$53.1K 0.02% 363
2025
Q4 		$370K Buy
+1,431
New +$373K 0.04% 342
2023
Q4 		– Sell
-3,747
Closed -$727K – 600
2023
Q3 		$727K Buy
+3,747
New +$767K 0.06% 285
2020
Q4 		– Sell
-1,254
Closed -$142K – 1096
2020
Q3 		$142K Buy
1,254
+291
+30% +$35.4K 0.09% 231
2020
Q2 		$112K Buy
+963
New +$102K 0.04% 458

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 $3.38T AUM 44.17% 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

FORA Capital's PRI Position: Q2 2026 in Review

FORA Capital sold out of Primerica (PRI) in Q2 2026, closing a stake of 1,225 shares — an estimated $307K sold.

FORA Capital first reported a position in PRI in Q2 2020 and held it in 5 quarters. The position peaked at $727K in Q3 2023. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • FORA Capital reported no remaining Primerica position as of Q2 2026 after selling out during the quarter.
  • FORA Capital sold 1,225 Primerica shares in Q2 2026, an estimated $307K.
  • FORA Capital first reported a position in Primerica in Q2 2020 and held it in 5 quarters.
  • FORA Capital's Primerica position peaked at $727K in Q3 2023.
  • 527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.