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HFM Investment Advisors’s Primerica PRI Stock Holding History

HFM Investment Advisors’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 		$1.99K Buy
7
+5
+250% +$1.37K ﹤0.01% 459
2026
Q1 		$501 Hold
2
– – ﹤0.01% 679
2025
Q4 		$517 Sell
2
-1
-33% -$261 ﹤0.01% 708
2025
Q3 		$833 Hold
3
– – ﹤0.01% 453
2025
Q2 		$821 Buy
3
+2
+200% +$530 ﹤0.01% 447
2025
Q1 		$285 Buy
+1
New +$285 ﹤0.01% 496

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

HFM Investment Advisors's PRI Position: Q2 2026 in Review

HFM Investment Advisors increased its Primerica (PRI) stake by 250% in Q2 2026, buying an estimated $1.37K and bringing the position to 7 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

HFM Investment Advisors first reported a position in PRI in Q1 2025 and has held it in 6 quarters since. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • HFM Investment Advisors held 7 shares of Primerica worth $1.99K as of Q2 2026.
  • HFM Investment Advisors bought 5 Primerica shares in Q2 2026, an estimated $1.37K.
  • Primerica made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #459 holding.
  • HFM Investment Advisors first reported a position in Primerica in Q1 2025 and has held it in 6 quarters since.
  • 527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.