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Fortitude Family Office’s Primerica PRI Stock Holding History

Fortitude Family Office’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 		$9.09K Buy
32
+1
+3% +$274 ﹤0.01% 814
2026
Q1 		$7.76K Buy
31
+16
+107% +$4.13K ﹤0.01% 749
2025
Q4 		$3.88K Buy
15
+1
+7% +$261 ﹤0.01% 910
2025
Q3 		$3.89K Buy
14
+4
+40% +$1.07K ﹤0.01% 901
2025
Q2 		$2.74K Buy
+10
New +$2.65K ﹤0.01% 1048

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

Fortitude Family Office's PRI Position: Q2 2026 in Review

Fortitude Family Office increased its Primerica (PRI) stake by 3.2% in Q2 2026, buying an estimated $274 and bringing the position to 32 shares worth $9.09K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Fortitude Family Office first reported a position in PRI in Q2 2025 and has held it in 5 quarters since. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Fortitude Family Office held 32 shares of Primerica worth $9.09K as of Q2 2026.
  • Fortitude Family Office bought 1 Primerica share in Q2 2026, an estimated $274.
  • Primerica made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #814 holding.
  • Fortitude Family Office first reported a position in Primerica in Q2 2025 and has held it in 5 quarters since.
  • 527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.