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 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

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

VIPI

Vista Investment Partners II Richmond, Indiana $255M AUM 32.07% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Impact Capital Partners's PRI Position: Q2 2026 in Review

Impact Capital Partners increased its Primerica (PRI) stake by 3.7% in Q2 2026, buying an estimated $40.2K and bringing the position to 4,123 shares worth $1.17M. The position accounts for 0.32% of the portfolio, ranked #81.

Impact Capital Partners first reported a position in PRI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.31M in Q1 2025. 76 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Impact Capital Partners held 4,123 shares of Primerica worth $1.17M as of Q2 2026.
Impact Capital Partners bought 147 Primerica shares in Q2 2026, an estimated $40.2K.
Primerica made up 0.32% of Impact Capital Partners's portfolio in Q2 2026, its #81 holding.
Impact Capital Partners first reported a position in Primerica in Q4 2024 and has held it in 7 quarters since.
Impact Capital Partners's Primerica position peaked at $1.31M in Q1 2025.
76 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.