Impact Capital Partners’s Primerica PRI Stock Holding History

Impact Capital 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 Q3	$1.1M	Sell	4,029 -94	-2%	-$28.3K	0.3%	72
2026 Q2	$1.17M	Buy	4,123 +147	+4%	+$40.2K	0.32%	81
2026 Q1	$996K	Buy	3,976 +149	+4%	+$38.4K	0.3%	75
2025 Q4	$989K	Sell	3,827 -615	-14%	-$160K	0.29%	74
2025 Q3	$1.23M	Sell	4,442 -100	-2%	-$26.8K	0.37%	58
2025 Q2	$1.24M	Sell	4,542 -52	-1%	-$13.8K	0.41%	60
2025 Q1	$1.31M	Buy	4,594 +409	+10%	+$117K	0.47%	55
2024 Q4	$1.14M	Buy	+4,185	New	+$1.19M	0.4%	59

Other funds holding PRI

PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

JLB & Associates Plymouth, Michigan $740M AUM 13.25% 1-Year Est. Return

Impact Capital Partners's PRI Position: Q3 2026 in Review

Impact Capital Partners reduced its Primerica (PRI) stake by 2.3% in Q3 2026, selling an estimated $28.3K and leaving 4,029 shares worth $1.1M. The position accounts for 0.3% of the portfolio, ranked #72.

Impact Capital Partners first reported a position in PRI in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.31M in Q1 2025. 125 funds tracked by Wall St. Rank hold PRI as of Q3 2026.

Impact Capital Partners held 4,029 shares of Primerica worth $1.1M as of Q3 2026.
Impact Capital Partners sold 94 Primerica shares in Q3 2026, an estimated $28.3K.
Primerica made up 0.3% of Impact Capital Partners's portfolio in Q3 2026, its #72 holding.
Impact Capital Partners first reported a position in Primerica in Q4 2024 and has held it in 8 quarters since.
Impact Capital Partners's Primerica position peaked at $1.31M in Q1 2025.
125 funds tracked by Wall St. Rank held Primerica as of Q3 2026.

Based on Impact Capital Partners's 13F filing for Q3 2026, filed 22 Oct 2026.