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Global Retirement Partners’s Primerica PRI Stock Holding History

Global Retirement 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 		$395K Buy
+1,389
New +$380K 0.01% 1155
2025
Q4 		$366K Buy
1,415
+1,223
+637% +$319K 0.01% 1130
2025
Q3 		$53.3K Hold
192
– – ﹤0.01% 1853
2025
Q2 		$52.5K Buy
+192
New +$50.9K ﹤0.01% 1748
2024
Q4 		$11.4K Sell
42
-6
-13% -$1.7K ﹤0.01% 2352
2024
Q3 		$12.7K Sell
48
-7
-13% -$1.77K ﹤0.01% 2193
2024
Q2 		$13K Sell
55
-1
-2% -$227 ﹤0.01% 2197
2024
Q1 		$14.2K Sell
56
-2
-3% -$473 ﹤0.01% 1960
2023
Q4 		$12.7K Buy
58
+34
+142% +$6.95K ﹤0.01% 1966
2023
Q3 		$4.62K Buy
24
+11
+85% +$2.25K ﹤0.01% 2219
2023
Q2 		$2.57K Buy
13
+1
+8% +$184 ﹤0.01% 2443
2023
Q1 		$2.15K Buy
12
+5
+71% +$820 ﹤0.01% 2485
2022
Q4 		$993 Hold
7
– – ﹤0.01% 2600
2022
Q3 		$1K Buy
+7
New +$887 ﹤0.01% 2550
2020
Q3 		– Sell
-36
Closed -$4K – 1697
2020
Q2 		$4K Sell
36
-9
-20% -$957 ﹤0.01% 1344
2020
Q1 		$4K Hold
45
– – ﹤0.01% 1294
2019
Q4 		$6K Buy
+45
New +$5.81K ﹤0.01% 1295

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

Global Retirement Partners's PRI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Primerica (PRI) in Q2 2026: 1,389 shares worth $395K. The stake represents 0.01% of the portfolio and ranks #1155 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PRI as recently as Q4 2025.

Global Retirement Partners first reported a position in PRI in Q4 2019 and has held it in 17 quarters since. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Global Retirement Partners held 1,389 shares of Primerica worth $395K as of Q2 2026.
  • Primerica was a new Global Retirement Partners position in Q2 2026.
  • Primerica made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1155 holding.
  • Global Retirement Partners first reported a position in Primerica in Q4 2019 and has held it in 17 quarters since.
  • 526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.