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Freestone Grove Partners’s Primerica PRI Stock Holding History

Freestone Grove Partners’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 		$546K Sell
1,921
-1,153
-38% -$315K ﹤0.01% 642
2026
Q1 		$770K Buy
3,074
+2,257
+276% +$582K 0.01% 525
2025
Q4 		$211K Sell
817
-1,801
-69% -$470K ﹤0.01% 696
2025
Q3 		$727K Sell
2,618
-130
-5% -$34.9K 0.01% 481
2025
Q2 		$752K Buy
2,748
+1,630
+146% +$432K 0.01% 471
2025
Q1 		$318K Buy
+1,118
New +$319K ﹤0.01% 466

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

Freestone Grove Partners's PRI Position: Q2 2026 in Review

Freestone Grove Partners reduced its Primerica (PRI) stake by 38% in Q2 2026, selling an estimated $315K and leaving 1,921 shares worth $546K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Freestone Grove Partners first reported a position in PRI in Q1 2025 and has held it in 6 quarters since. The position peaked at $770K in Q1 2026. 525 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Freestone Grove Partners held 1,921 shares of Primerica worth $546K as of Q2 2026.
  • Freestone Grove Partners sold 1,153 Primerica shares in Q2 2026, an estimated $315K.
  • Primerica made up ﹤0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #642 holding.
  • Freestone Grove Partners first reported a position in Primerica in Q1 2025 and has held it in 6 quarters since.
  • Freestone Grove Partners's Primerica position peaked at $770K in Q1 2026.
  • 525 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.