HSBC Holdings
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HSBC Holdings’s Primerica PRI Stock Holding History

HSBC Holdings’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
Q1 		$448K Sell
1,788
-5,322
-75% -$1.37M ﹤0.01% 2273
2025
Q4 		$1.84M Sell
7,110
-7,873
-53% -$2.05M ﹤0.01% 1603
2025
Q3 		$4.14M Buy
14,983
+13,446
+875% +$3.61M ﹤0.01% 1250
2025
Q2 		$421K Sell
1,537
-750
-33% -$199K ﹤0.01% 2241
2025
Q1 		$651K Sell
2,287
-1,978
-46% -$564K ﹤0.01% 1952
2024
Q4 		$1.16M Buy
4,265
+3,119
+272% +$884K ﹤0.01% 1721
2024
Q3 		$304K Sell
1,146
-44
-4% -$11.1K ﹤0.01% 2328
2024
Q2 		$281K Sell
1,190
-206
-15% -$46.7K ﹤0.01% 2326
2024
Q1 		$353K Sell
1,396
-66
-5% -$15.6K ﹤0.01% 2321
2023
Q4 		$301K Sell
1,462
-14
-0.9% -$2.86K ﹤0.01% 2285
2023
Q3 		$286K Buy
1,476
+428
+41% +$87.6K ﹤0.01% 2243
2023
Q2 		$207K Buy
+1,048
New +$192K ﹤0.01% 2310
2022
Q2 		– Sell
-4,774
Closed -$661K – 3404
2022
Q1 		$661K Sell
4,774
-1,694
-26% -$241K ﹤0.01% 2213
2021
Q4 		$1M Buy
6,468
+1,631
+34% +$259K ﹤0.01% 2051
2021
Q3 		$749K Sell
4,837
-178
-4% -$26.5K ﹤0.01% 2032
2021
Q2 		$766K Buy
5,015
+1,540
+44% +$243K ﹤0.01% 1911
2021
Q1 		$513K Sell
3,475
-3,119
-47% -$447K ﹤0.01% 1958
2020
Q4 		$884K Buy
6,594
+2,080
+46% +$261K ﹤0.01% 1780
2020
Q3 		$511K Buy
4,514
+2,198
+95% +$267K ﹤0.01% 1937
2020
Q2 		$270K Sell
2,316
-2,239
-49% -$238K ﹤0.01% 2182
2020
Q1 		$408K Sell
4,555
-2,228
-33% -$255K ﹤0.01% 1880
2019
Q4 		$889K Buy
6,783
+168
+3% +$21.7K ﹤0.01% 1899
2019
Q3 		$842K Buy
6,615
+2,477
+60% +$299K ﹤0.01% 2037
2019
Q2 		$496K Sell
4,138
-440
-10% -$54.5K ﹤0.01% 2070
2019
Q1 		$559K Buy
4,578
+1,255
+38% +$145K ﹤0.01% 2050
2018
Q4 		$325K Sell
3,323
-129
-4% -$14.3K ﹤0.01% 2265
2018
Q3 		$416K Sell
3,452
-334
-9% -$38.7K ﹤0.01% 2100
2018
Q2 		$376K Sell
3,786
-7,636
-67% -$747K ﹤0.01% 2183
2018
Q1 		$1.1M Buy
11,422
+2,371
+26% +$238K ﹤0.01% 1607
2017
Q4 		$919K Buy
9,051
+590
+7% +$56.2K ﹤0.01% 1313
2017
Q3 		$689K Buy
8,461
+881
+12% +$68.8K ﹤0.01% 1610
2017
Q2 		$574K Buy
7,580
+667
+10% +$52.3K ﹤0.01% 1643
2017
Q1 		$568K Sell
6,913
-6,962
-50% -$543K ﹤0.01% 1567
2016
Q4 		$959K Buy
13,875
+6,284
+83% +$400K ﹤0.01% 1444
2016
Q3 		$403K Buy
7,591
+299
+4% +$16.5K ﹤0.01% 1639
2016
Q2 		$417K Buy
7,292
+480
+7% +$24.9K ﹤0.01% 1634
2016
Q1 		$303K Buy
6,812
+309
+5% +$13.3K ﹤0.01% 1747
2015
Q4 		$307K Buy
6,503
+247
+4% +$12.1K ﹤0.01% 1869
2015
Q3 		$283K Buy
6,256
+3,009
+93% +$132K ﹤0.01% 1646
2015
Q2 		$148K Buy
+3,247
New +$152K ﹤0.01% 1879

Other funds holding PRI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

HSBC Holdings's PRI Position: Q1 2026 in Review

HSBC Holdings reduced its Primerica (PRI) stake by 75% in Q1 2026, selling an estimated $1.37M and leaving 1,788 shares worth $448K. The position accounts for ﹤0.01% of the portfolio, ranked #2273.

HSBC Holdings first reported a position in PRI in Q2 2015 and has held it in 40 quarters since. The position peaked at $4.14M in Q3 2025. 506 funds tracked by Wall St. Rank hold PRI as of Q1 2026.

  • HSBC Holdings held 1,788 shares of Primerica worth $448K as of Q1 2026.
  • HSBC Holdings sold 5,322 Primerica shares in Q1 2026, an estimated $1.37M.
  • Primerica made up ﹤0.01% of HSBC Holdings's portfolio in Q1 2026, its #2273 holding.
  • HSBC Holdings first reported a position in Primerica in Q2 2015 and has held it in 40 quarters since.
  • HSBC Holdings's Primerica position peaked at $4.14M in Q3 2025.
  • 506 funds tracked by Wall St. Rank held Primerica as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.