Hamilton Capital Partners (Canada)’s Primerica PRI Stock Holding History

Hamilton Capital Partners (Canada)’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	$169K	Sell	596 -111	-16%	-$30.4K	﹤0.01%	199
2026 Q1	$177K	Hold	707	–	–	0.01%	209
2025 Q4	$183K	Sell	707 -63	-8%	-$16.4K	0.01%	201
2025 Q3	$214K	Hold	770	–	–	0.01%	202
2025 Q2	$211K	Hold	770	–	–	0.01%	195
2025 Q1	$219K	Sell	770 -22	-3%	-$6.27K	0.01%	166
2024 Q4	$215K	Buy	792 +24	+3%	+$6.8K	0.02%	165
2024 Q3	$204K	Hold	768	–	–	0.02%	164
2024 Q2	$182K	Hold	768	–	–	0.02%	160
2024 Q1	$194K	Sell	768 -132	-15%	-$31.2K	0.02%	145
2023 Q4	$185K	Buy	+900	New	+$184K	0.04%	105

Other funds holding PRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Hamilton Capital Partners (Canada)'s PRI Position: Q2 2026 in Review

Hamilton Capital Partners (Canada) reduced its Primerica (PRI) stake by 16% in Q2 2026, selling an estimated $30.4K and leaving 596 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #199.

Hamilton Capital Partners (Canada) first reported a position in PRI in Q4 2023 and has held it in 11 quarters since. The position peaked at $219K in Q1 2025. 494 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Hamilton Capital Partners (Canada) held 596 shares of Primerica worth $169K as of Q2 2026.
Hamilton Capital Partners (Canada) sold 111 Primerica shares in Q2 2026, an estimated $30.4K.
Primerica made up ﹤0.01% of Hamilton Capital Partners (Canada)'s portfolio in Q2 2026, its #199 holding.
Hamilton Capital Partners (Canada) first reported a position in Primerica in Q4 2023 and has held it in 11 quarters since.
Hamilton Capital Partners (Canada)'s Primerica position peaked at $219K in Q1 2025.
494 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Hamilton Capital Partners (Canada)'s 13F filing for Q2 2026, filed 14 Aug 2026.